Gartner has put a price on the AI industry’s enormous spending boom, and the numbers don’t look particularly encouraging. Nick van Rensburg thinks that is worth taking seriously.
October 16, 2026
In The Electron Standard we look at what each grid runs on, what its power costs, and how quickly the US, China, India and Europe are building. We explain why India may be the most overlooked part of the story, and why a country's advantage doesn't always become a return for shareholders.
October 16, 2026
The All Weather FR Bond fund is ‘cautiously bullish’ about South African bonds, driven by the lower inflation target despite the strong returns they have already delivered.
October 15, 2026
Many opportunities to make money will only be available if you are prepared to wait
October 2, 2026
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