Clem Chambers

The UK stock market, particularly the FTSE 100, has significantly underperformed since 2000, largely due to detrimental governance, regulations, and taxes, contrasting sharply with booming US and German markets. This has fostered low morale and market ossification. However, the FTSE 100 is now showing signs of life, driven by its extreme undervaluation. This makes UK companies prime targets for takeovers by foreign entities, as seen with easyJet's recent acquisition. The suggested investment strategy involves buying into undervalued UK firms and anticipating such takeovers. While underlying UK dynamics may not change, stronger external markets could still lift the FTSE 100, offering potential returns despite a generally bleak domestic outlook.

They say China is catching up with OpenAI and Anthropic. This must be the end of the AI boom. I’ll keep it simple. No, it is not.

Silver is the fast horse because it is a favorite retail investment asset. But the price on the screen is not the price at the store when you come to sell.

I was calling the SpaceX IPO on YouTube like this: Pop, slump. And here we are. But the Robinhood and Coinbase IPOs give a better guide to the OpenAI and Anthropic IPOs.

Let’s take a look at the U.S.-Iran war and decide how to play it. There is zero we can do about it except place our investments in a way that supports a positive outcome.

The U.S.-Iran war is reshaping risks for investors. Here’s what the conflict could mean for U.S. stocks, oil and markets—and what could come next.

A moat is a deep defensive barrier around a business that keeps competitors from getting into your business, scaling your corporate walls and pillaging your treasury.

Once nuclear power was the third rail; politicians that touched it were toast. It was Satan manifest. “Was” is the key word, because now nuclear is the next big thing.

They say that gold is the noble metal, but actually it might be called the ignoble metal because nothing physical in history has driven more awful behavior than gold.

The AI explosion is being thrown into chaos by a runaway AI. Or rather, a crack unit of special-forces AIs that broke out of their sandbox and headed for the hills.