The Irony of China Killing Net Zero in the Auto Industry

Ford’s retreat from all-electric trucks isn’t an isolated decision. It’s a signal that Western carmakers are quietly admitting what policymakers won’t: Net Zero policies weakened domestic industry just as China perfected scale, speed, and cost. As Europe and the U.S. scramble to reverse course, the global auto industry is being reshaped in real time — and the winners may not look like car companies at all.

Chicken Feed

Tariffs feel powerful. Their costs are invisible — until they aren’t.

Hollywood is Freaking Out About AI

Hollywood isn’t panicking because of headlines. It’s panicking because the tools it once controlled are slipping into everyone else’s hands. After speaking at a major AI conference — and sitting down with the founders behind a company that slashed VFX costs by 90% — James Altucher explains why AI isn’t killing Hollywood, who really gets disrupted first, and why this moment may be the industry’s most creative reset yet.

Is AI a 'Super Sell'?

Of the entire GDP gain for last year — $174 billion — fully three quarters of it were from capital investment in the AI/high tech industry. Take it away...and most of the ‘growth’ vanishes.

Dead cats and commodities both bounce

Governments have crushed resource production. Companies have under invested in exploration. But demand is about to spike. What could possibly happen next?

369% is simply a Tale of Two Chippies

Sam Volkering argues that if you want to understand the true force behind the AI boom—and where the next major gains could be hiding—you shouldn’t start with Nvidia or the usual tech giants. Instead, he says the answer is buried inside a single PC part that’s quietly soared 369% in nine months. In this issue, he reveals what that surge means for memory makers, critical metals suppliers, and UK investors hunting for the next phase of the AI trade.

“Made in China” is the opiate of the masses

Trump wants to divorce China. But China just amended its divorce law. Assets are no longer split 50/50. Instead, they are divided based on who contributed financially.

It’s America for now, but not forever

While pessimism dominates the UK right now, a different picture emerges when you strip out the noise and think with pragmatic clarity — the kind my mother taught me. Yes, the UK is a great country and will be again. But when it comes to investing today, we’re standing in front of two lakes: one brimming with opportunity, the other nearly empty.

Three videos to watch from November and in December

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the thinking game going, read on… AI Collision 💥…

The “Old Money” Secret to Wealth

What can a 900-year-old Roman dynasty teach today’s investors about protecting wealth in an age of inflation, digital currencies and financial instability? As Jim Rickards explains, the answer lies in a timeless allocation used by “old money” for centuries — and a surprising fourth asset now joining the list.

8 Events Driving The Gold Frenzy

Gold is entering its third great bull market — and this time, the forces driving it are deeper and more explosive than headline prices suggest. Central banks are buying at record levels, mining supply is tightening, and geopolitical blocs are quietly reshaping their monetary strategies. Add in the rise of tokenized gold and the picture becomes even more urgent. This piece breaks down what’s really happening beneath the surface — and why the next move could be far bigger than investors expect.

How to destroy banking, DeFi style

A new threat to the global banking system is emerging — and it’s not coming from fintech or regulators. It’s coming from Aave, a decentralised, algorithmic “bank” that’s now offering savers real-time yield, instant liquidity, built-in insurance and frictionless usability traditional banks can’t match.

How the Germans got rid of their OBR

The OBR is behaving like the British officials running the German economy in 1948. Once the Germans got rid them, it unleashed an economic miracle.

How to save this government

The premise of putting the OBR in charge of the country was simple. Number crunchers should prevent political idealogues from going on a rampage. The trouble is, they’re just as ideological.

JP Morgan is crypto enemy #1 again. And that is good news

As bitcoin pulled back, Strategy (MSTR) was hit twice as hard — dropping to a valuation below the value of its own bitcoin holdings. The selloff sparked panic, conspiracy theories, and a sudden hunt for a villain. Enter JP Morgan.

Prepare for President Trump’s Mississippi Bubble

You’ve probably heard of the 18th century South Sea Bubble. But did you know it was a scheme designed to cut the national debt? One that’s about to repeat…

Strategic Investment

We come to what seems like a water-tight proposition: the more the feds get involved in the process of creating wealth, the less wealth is created.

“American Birthright”: Phase II Update

Trump’s plan to open America’s federal lands for mining is more than politics — it’s a once-in-a-generation resource play. From lithium to gold, a new boom may be brewing. And for savvy UK investors, this could be the early-stage window to watch.

The Thing AI Lacks

James Altucher sits down with bestselling author Ryan Holiday to explore the messy, human side of wisdom — the part no AI model can replicate. Their conversation dives into curiosity, pain, mistakes, and the hard-earned lessons behind every meaningful skill.

Why it’s time to cross the Styx and plunder the Kingdom of Hades, quietly

Mining investment legend Rick Rule once told me where the next great mining boom would occur. “They’ll be digging to Hades!” he said. Today, I’ll reveal all…