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I’ve bought Reach plc (LSE: RCH), owner of the Daily Mirror,Daily Express and hundreds of regional news titles. It is one of Britain’s most hated and beaten-down shares.The newspaper industry is shrinking, the company has faced major pensionliabilities and the share price chart looks horrific. That…
I’ve sold Equinor, my only oil stock, after a good run. Notbecause I’ve turned bearish on energy long term, but because the breakout Iexpected has stalled and the Middle East risk premium may now fade. In this quick oil market update, I explain why I took theprofit, what could send oil higher again…
Bitcoin is surging again, but is this the start of the next huge crypto bull run, or a classic bear-market spike?In this video I look at what may really be driving Bitcoin higher: US Treasury liquidity, interest rates, inflation fears, gold, geopolitical risk and the possibility that Bitcoin is onc…
Is the stock market heading for a bubble or a crash?The clue is not be on Wall Street.Hyperscalers are borrowing vast sums. Interest rates are under pressure. America is trying to reindustrialise. That leaves policymakers with a simple choice: increase liquidity or risk a serious credit crunch.If t…
America’s nuclear boom may now be bigger than Trump. Six nuclear energy bills have passed through a key Housecommittee without a single vote against them. Republicans voted yes. Democratsvoted yes. That matters enormously for investors. The nuclear bull market may just have lost its biggestpolitic…
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