The Fix is In

A US Fed chair nomination might sound like inside baseball. It isn’t. With global liquidity already under strain and Japan’s bond market cracking, a shift at the Fed could trigger sudden repricing across sterling assets. This essay explains why Kevin Warsh’s appointment matters — and what it signals for the next phase of global markets.

Three reasons why bias matters in investing

Most investing mistakes aren’t caused by bad ideas — they’re caused by bias, emotion, and poor decision-making under pressure. This article breaks down how behavioural finance quietly sabotages investors, and how recognising those biases can lead to better long-term outcomes.

It’s time for investors to believe in six impossible risks before breakfast

Stock market crashes happen. But what investors should really fear is a risk they don’t see coming. Sometimes, they don’t even know it exists.

Elon Just Supercharged the Biggest IPO in History

What was already shaping up to be the biggest IPO in history just got supercharged. Elon Musk folded xAI and X into SpaceX, creating a vertically integrated AI, space, and infrastructure giant with massive implications for markets, semiconductors, and next-generation computing.

Why the UK stock market is junk worth buying now

Even scrap metal can be worth buying,if it is cheap enough relative to virgin steel. UK stocks have hit that level. They are dirt cheap relative to the US.

Happy Vassals

Markets don’t move on headlines. They move on confidence, capital flows, and trust. As global alliances shift and large investors quietly rethink where their money feels safest, UK investors may be more exposed than they realise — particularly through currency risk and global portfolio concentration.

Tesla stopped being a car company before it really sold cars

Tesla didn’t abandon cars. It outgrew them — and that has consequences. Web excerpt: Tesla’s decision to end production of the Model S and X isn’t about weak sales or short-term margins. It’s a signal that cars were never the destination. As Tesla pivots toward robotics and AI, the company’s true identity is coming into focus — and it has implications for owners, investors, and the future of the auto industry.

We are the weakest link, goodbye Japan

Financial crises rarely cause a panic where they begin. Instead, someone else entirely goes belly up. Usually they’re in another hemisphere altogether.

Can a lobster pump AI stocks another 1,000%?

A new open-source AI shows how demand is shifting from chatbots to always-on agents — and why the next wave of AI gains may come from smaller hardware plays.

Investing isn’t gambling, but…

Losses are capped at zero. Gains aren’t. That imbalance creates one of the most powerful advantages in investing.

From Tiny ASX Minnow to Nasdaq Powerhouse: Animoca’s Explosive Journey

Once dismissed as a niche crypto gamble, Animoca Brands is now heading for Nasdaq — a lesson in spotting transformative trends early.

Investing’s law of relativity: the oscillation of everything

Investment assets oscillate. Buy what’s underperformed, avoid what’s crowded, and let the laws of physics do the rest.

It’s small, uncomfortable and can be obscenely profitable

Most investors chase the same crowded trades. The real money is made much earlier — in small, uncomfortable companies tied to long-cycle technologies before they go mainstream.

Four academic theories that turn investors into billionaires

Investment strategies based on academic theories have a miserable reputation. Sometimes they even blow up financial markets. But what if you combine them?

Murphy's Lawlessness

A conservative is someone who distrusts government power; he believes government should always be subordinate to the writ of Moses and the Grand Convention of 1787.

How to invest in the 2026 critical and rare earth metals melt-up

Australia holds the world’s critical metals. China controls the processing. The US needs both — now. A quiet diplomatic exit may be signalling a coming supply shock that investors haven’t priced in yet.

Stocks aren’t buying the silver spike anymore

Mining stocks usually amplify gains in the commodities they produce. That link has broken down for silver. What is the market signalling?

Why Silver’s Parabolic Rally Won’t Last

Silver’s price has gone parabolic. History suggests these moves don’t last. Here’s what’s driving the rally — and how to avoid round-tripping gains.

Trump’s Own Liz Truss Moment Is Here

Government bond markets are on life support. The Trump–Powell clash risks pulling the plug — and UK investors need to understand what comes next.