Darren Winters

AI Wave

Posted By Darren Winters on Jun 2, 2023

Investors have been riding the AI wave, but seasoned wave riders know where best to exit the wave before the mania breaks. But let us assume that AI is beyond the hype and technologists are on the verge of developing a mechanical mind with god-like intelligence. What happens when machines with mechanical muscles and minds make humans obsolete from the economy? The paradox of AI is it could collapse the economy, slash tax revenues,...

Electrification of Transport

Posted By Darren Winters on May 18, 2023

The electrification of transport is a macro trend with a long-term impact on the oil demand. As gasoline cars age and consumers are incentivised to buy EVs, peak oil consumption could be insight. How is the electrification of transport disrupting oil and gas? The sales of EVs increased exponentially throughout 2021. Around 2 million EVs were sold, in Q1 2022 — an increase of 75% compared to Q1 2021. But that growth trend has...

Inflationary Lost Decade

Posted By Darren Winters on May 4, 2023

An inflationary lost decade could be the road ahead which would be the most optimistic scenario Geopolitics continues to steal the limelight, the latest being a recent surreal drone attack on the Kremlin with both leaders Putin and Zelensky on a mission to take each other out. It was a high-level assassination that was the catalyst for starting WWI, and there is a sense that those at the peak of the human food chain are looking to...

Classification Of Assets

Posted By Darren Winters on Apr 21, 2023

Could the classification of assets create a false sense of security and contribute to huge losses? When faced with complex challenges, human intelligence tends to compartmentalize everything into systems, categories and groups. Compartmentalizing things into systems has helped me to rebuild engines and diagnose engine problems but it has made me overconfident in making loss making investments. So to an untrained eye when the hood of...

BRICS currency

Posted By Darren Winters on Apr 6, 2023

Could the creation of a BRICS currency be robust enough to one day rival the USD as the world reserve currency? At the heart of the great power politics of a multipolar world is the plan for Brazil, Russia, India, and China (BRICS) to develop a BRIC currency that could compete with USD as the world’s reserve currency.  But the creation of a BRICS currency, if and when it comes into existence, would be a long way off tipping USD...