Clem Chambers Alpha

In five seconds, he could have told viewers how to avoid going bust or underperforming. He did not. I'm going to fix this in this video.I think Patrick Boyle is great. But in his recent video, How to Be Right and Lose Everything, he describes an experiment where players repeatedly bet on a coin weighted 60% in their favour.Watch Patrick’s video here:https://www.youtube.com/watch?v=nJtL9MBVj48The players know they have an edge. Yet some still lose their entire stake, very few achieve the optimal result, and nearly everyone underperforms.Patrick uses this to demonstrate what a bunch of muppets private investors can be.But in five seconds, he could have told viewers how to avoid going bust or underperforming.He knows the secret.It is a simple position-sizing formula that tells you how much of your capital to risk when the odds are in your favour.In this video, I explain:• Why having an edge is not enough• How betting too much can destroy you• The simple formula• How professional gamblers use it• The history of it.• How position sizing can help investors avoid gambler’s ruinThis is one of the most important ideas in investing, speculation and gambling—and it is not complicated.Shame on you, Patrick. You should have told them. (BTW love your channel.)________________________________________My linksFree real-time UK prices, Level 2 and market tools:https://www.anewfn.comMy Substack — deeper market analysis:https://clemishere.substack.comFollow me on X:https://x.com/ClemChambersBuy and store physical gold and silver with BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enMy booksA Beginner’s Guide to Value InvestingUS: https://www.amazon.com/dp/B0GHK6RSFTUK: https://www.amazon.co.uk/dp/B0GHK6RSFT101 Ways to Pick Stock Market WinnersUS: https://www.amazon.com/dp/B0GPH96FZ8UK: https://www.amazon.co.uk/dp/B0GPH96FZ8This video is commentary and opinion, not financial advice. Do your own research and use it as raw material for your own thinking.#PatrickBoyle , #KellyCriterion , #PositionSizing , #RiskManagement , #Investing , #StockMarket , #PrivateInvestors , #WarrenBuffett , #EdThorp , #ClemChambers

AI stocks have exploded higher, but is the correction finally over—or is this just another bear market rally?The artificial intelligence boom, technology stocks, energy shares and commodities surged together in a monster Wall Street session. In this video, I explain why this may mark the bottom of the latest AI stock market correction, why missing a single major rally can destroy market timing returns, and why I have chosen to remain invested through the volatility.There is a much bigger struggle developing beneath the daily stock-market movements: America versus China.When the “America First” trade is winning, AI stocks, semiconductors, technology, energy, commodities and US reshoring companies tend to rise together. When that trade weakens, the entire group can fall like a rock. Wall Street is effectively deciding whether America can compete with China in artificial intelligence, robotics, industrial manufacturing, critical minerals, chemicals and energy.China has already established enormous strength in manufacturing, robotics, raw materials, industrial chemicals and electricity generation. It is also rapidly closing the gap in artificial intelligence, including through AI model distillation. The United States must now decide whether to protect the billions being invested in American AI models, restrict Chinese access, build defensive infrastructure and go all-in on reindustrialisation—or accept becoming economically subordinate.My portfolio is positioned around what I call the Trump trade:AITechnologyEnergyCommoditiesUS manufacturingIndustrial reshoringIt is about recognising that his economic programme is broadly pro-energy, pro-technology, pro-AI, pro-commodities and pro-American industrial production.The ride will not be smooth. AI stocks are moving up like rockets and falling like rocks. But after yesterday’s powerful rally, there is a strong possibility that the worst of this correction has now passed.I also discuss:Why investors often lose money by successfully avoiding crashesWhy getting out of the market is easier than getting back inThe difference between bull-market declines and bear-market ralliesWhy holding can outperform repeated attempts at market timingThe impact of Iran and geopolitical risk on oil pricesWhy I own Norwegian oil producer EquinorAI model distillation and the US-China technology conflictChina’s dominance of robotics, manufacturing and industrial supply chainsThe continuing American private-equity takeover of British companiesWhy more UK-listed businesses are likely to be acquiredSubscribe for independent analysis of the stock market, AI stocks, technology, commodities, gold, silver, Bitcoin, energy, geopolitics and global investing.FREE UK real-time stock prices and Level 2 data:https://www.anewfn.comRead my Substack:https://clemishere.substack.comFollow me on X:https://x.com/ClemChambersRead my Forbes articles:https://www.forbes.com/sites/clemchambers/Buy and store physical gold and silver with BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enBOOKS• 101 Ways to Pick Stock Market Winners — US:https://www.amazon.com/dp/B0GPH96FZ8• 101 Ways to Pick Stock Market Winners — UK:https://www.amazon.co.uk/dp/B0GPH96FZ8Clem Chambers is a markets commentator, entrepreneur, author and founder of aNewFN. He is a long-standing Forbes contributor covering global stock markets, technology, cryptocurrency, commodities and economic trends. • DISCLAIMER• This video is for information and entertainment only and does not constitute financial advice. I may own positions in securities, commodities or other assets discussed. Investments can fall as well as rise, and you may lose money. Always conduct your own research and seek professional advice where appropriate.#AIStocks #StockMarket #ArtificialIntelligence

Gold has fallen below $4,000 and silver is down more than half from its January high. Clem Chambers, who warned Kitco viewers in May the decline had another leg down, now calls the bottom, roughly $3,500 gold and $50 silver, and the level that finally puts him back in as a buyer.Kitco's Jeremy Szafron talks with Clem Chambers about why he thinks this was a bubble unwind, the real reason gold fell (the collapse of the China-Taiwan war premium, not just the Fed), the silver liquidity trap that left sellers 70% below the screen price, what Moonshot's AI shock means for the "money that left gold," the UK tech takeover trade under new PM Andy Burnham, and when he starts dollar-cost-averaging back into gold, silver, platinum and palladium.This interview was recorded on July 20, 2026

Clem Chambers, founder of A New FN, discusses the AI infrastructure investment boom, gold and crypto markets, the impact of geopolitics on asset prices, and why he believes the biggest opportunities of the next decade are only just beginning.*This video was recorded on July 17, 2026FOLLOW CLEM CHAMBERS:ANewFn website: https://www.anewfn.com/ X (@ClemChambers): https://x.com/ClemChambersYouTube (@clemchambersalpha):    / @clemchambersalpha  Clem's substack: https://substack.com/@clemishereFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV):   / davidlin_tv  Instagram (@davidlin_TV):   / davidlin_tv  

The Most Ridiculous Chart in the UK Stock Market?

Have you ever seen a stock chart just... stop?

TT Electronics (TTG) is a Britishengineering firm sitting right in the middle of the AI value chain, but its recent price action is one of the strangest things I’ve seen on the LondonStock Market. Despite losing money recently, it’s turning over half a billion in sales with a market cap of only 200 million.

In this video, I break down why this "silly" chart suggests a major buyer is stalking the company for a takeover. Is a "boom" imminent, or is this a value trap?

• Why the TTG price has hit a literal standstill.

• The AI value chain connection you might be missing.

• My theory on the "mystery buyer" and the coming takeover dynamic.

Check out the aNEWfn for freereal-time Level 2 data: [Link to New FM]

Disclaimer: This is rawmaterial for your own thinking. I hold a position in TTG. Always do your ownresearch before investing.

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#StockMarket, #Investing,#StockChart, #Trading, #ValueInvesting, #StockPicking, #MarketAnalysis,#InvestorMistakes, #FinancialEducation, #ClemChambers

In this video, I’m breaking out the Crayola to show you exactly why I believe Silver is heading toward a psychological floor of $50. Everyone wants to hear that the price is going up, but the charts tell a different story—and for now, that story is a downward trend.I’ll explain why I’m looking at the $50 mark, the significance of the recent "bubble burst" patterns, and how this all connects to my outlook on Gold at $3,500. Whether you’re a stacker or a short-term trader, keeping it simple is the key to understanding where the market is really going.In this video:• The "non-random" trend: Why Silver is currently going down.• The $50 target: Support, resistance, and psychological numbers.• My "Crayola" fractal analysis.• When to start "stacking" and dollar-cost averaging again.• A quick look at Gold’s trajectory to $3,500.• FOLLOW MY WORK• Clem Chambers Alpha:https://www.youtube.com/@ClemChambersAlpha• Clem Chambers UK:https://www.youtube.com/@ClemChambersUK• Substack:https://clemishere.substack.com• Free UK market data and investment tools:https://www.anewfn.com• X / Twitter:https://x.com/ClemChambers• Forbes:https://www.forbes.com/sites/investor/people/clem/• Buy and store physical gold and silver with BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/en• BOOKS• 101 Ways to Pick Stock Market Winners — US:https://www.amazon.com/dp/B0GPH96FZ8• 101 Ways to Pick Stock Market Winners — UK:https://www.amazon.co.uk/dp/B0GPH96FZ8• DISCLAIMER• This video is for information and entertainment only and does not constitute financial advice. I may own positions in securities, commodities or other assets discussed. Investments can fall as well as rise, and you may lose money. Always conduct your own research and seek professional advice where appropriate.• #Silver #SilverPrice #SilverInvesting #SilverMarket #PreciousMetals #GoldAndSilver #TechnicalAnalysis #Trading #Investing #Commodities #MarketAnalysis #TrendFollowing #MovingAverage #StockMarket #ClemChambers

Another British technology company is disappearing from the stock market.Gooch & Housego, the specialist British photonics company, has agreed a 1,230p-a-share cash takeover from American private equity firm Arlington Capital Partners.I owned the shares considerably lower down.That makes this my third takeover situation in a little over two weeks: Gooch & Housego, easyJet and now the reported approach for PayPal.That is mad. But it also tells us something important.British companies are cheap. British technology companies are particularly cheap. Add exposure to aerospace, defence, semiconductors, communications and advanced optical systems, and an American buyer can acquire valuable technology at a fraction of the valuation it might receive in the United States.In this video I explain:• Why I originally bought Gooch & Housego• What the takeover spread says about completion risk• Why a counteroffer remains possible• How information can leak before a competing bid• Why UK valuations are attracting American private equity• How I use a diversified portfolio rather than attempting to pick one perfect share• Where you can see the companies I own and the shares I am watchingThe important thing is not simply that this particular share was taken over. The valuable part is understanding the technique that put it in the portfolio before the bid arrived.This is raw material for your own thinking. It is not a share tip.You can see my watchlist on anewfn.com and get free real time and Level 2.#UKStocks, #TakeoverStocks, #BritishTech, #ValueInvesting, #PrivateEquity, #MergerArbitrage, #UndervaluedStocks, #StockMarketInvesting, #InvestingUK, #GoochAndHousego

I marked PayPal at $60 back in April.Today, a reported $60.50 takeover offer has arrived from Stripe and Advent International.That does not mean I magically predicted a takeover. It means the chart was displaying a very simple price signal that investors frequently ignore because it looks too obvious.Everybody wants complexity. Fibonacci levels, five-wave counts, elaborate models and complicated explanations.Sometimes the answer is sitting there in Crayola.PayPal was a forgotten, boring and deeply unpopular business trading on a remarkably low valuation. Now somebody else appears to have noticed that it was cheap.Meanwhile, IBM has suffered a historic stock-market collapse after preliminary second-quarter results disappointed Wall Street.IBM punched me yesterday. PayPal kissed me today.That is why I own a diversified portfolio of approximately 40 value stocks and special situations. Some work immediately. Some kick me around. What matters is the performance of the portfolio over years, not whether every individual purchase instantly goes up.In this video I explain:Why the PayPal chart pointed towards $60What the reported PayPal takeover offer actually meansWhy the technique is more valuable than the profitWhy I bought more IBM after its collapseThe vital difference between a cheap company and collapsing rubbishWhy boring, hated companies can create enormous contrarian opportunitiesThis is not a tip to buy PayPal or IBM. It is raw material for your own thinking.UK investors, get free real-time UK share prices and Level 2:https://www.anewfn.comRead my deeper market analysis:https://clemishere.substack.comMy books:101 Ways to Pick Stock Market Winners, US:https://www.amazon.com/dp/B0GPH96FZ8101 Ways to Pick Stock Market Winners, UK:https://www.amazon.co.uk/dp/B0GPH96FZ8A Beginner’s Guide To Value Investing, US:https://www.amazon.com/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing, UK:https://www.amazon.co.uk/dp/B0GHK6RSFTBuy gold and silver through BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enFollow me on X:https://x.com/ClemChambersThis video is not investment advice. It is market commentary intended as raw material for your own research. I hold assets mentioned and may buy or sell without notice. Always do your own research.#PayPal #IBM #StockMarket

Is the AI stock market boom in 1998 — or are we already in2000?

IBM stock has just crashed around 25% after its latestresults. I bought it.

In this stock market update, I explain why I still believethe AI trade has much further to run, why the current market feels more likethe early dotcom boom than the final dotcom bubble, and why IBM may remain animportant part of the artificial intelligence infrastructure story.

The central question for every investor is simple:

Are AI stocks at the end of the bubble — or are Nvidia, IBMand the wider AI value chain still at the beginning of a much bigger investmentcycle?

I also look at:

• Why I bought IBM after the stock price collapse
• The AI stock market outlook for July 2026
• Whether this is 1997–1998 or the dotcom crash of 2000
• Buying the dip after a major earnings fall
• The prospects for an IBM dead-cat bounce
• Why missed profits are not investment losses
• The psychological trap of trying to time every market top and bottom
• Nvidia, Apple and Amazon — and the fortunes investors never made
• Why AI infrastructure stocks could have years of growth ahead
• What would make me change my bullish AI investment thesis
• The risks from geopolitics, market volatility and another sudden sell-off

A missed gain is no more a real loss than a market crash yousuccessfully avoided is a real profit.

You make what you make. What you might have made does notexist.

For now, I think this is 1998, not 2000. If that is right,the real AI stock market mania may still be ahead of us.

Subscribe for independent stock market analysis, contrarianinvesting ideas, AI stocks, technology shares, value investing, macroeconomics,commodities, gold, Bitcoin and global market commentary.

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MY BOOKS

A Beginner’s Guide To Value Investing — UK:

https://www.amazon.co.uk/dp/B0GHK6RSFT

A Beginner’s Guide To Value Investing — US:

https://www.amazon.com/dp/B0GHK6RSFT

Game in Wall Street — US Kindle:

https://www.amazon.com/dp/B0D9TR71C3

Game in Wall Street — US Paperback:

https://www.amazon.com/dp/B0GDGM7H74

101 Ways to Pick Stock Market Winners — US:

https://www.amazon.com/dp/B0GPH96FZ8

101 Ways to Pick Stock Market Winners — UK:

https://www.amazon.co.uk/dp/B0GPH96FZ8

DISCLAIMER

This video is for information and entertainment only and isnot financial advice. I may own securities discussed. Investments can go downas well as up, and you may lose money. Always do your own research and seekprofessional advice where appropriate.

#AIStocks #IBM #StockMarket #ArtificialIntelligence#Investing #TechStocks #Nvidia #StockMarketNews #ValueInvesting #BuyTheDip#MarketAnalysis #DotcomBubble #WallStreet #Stocks #ClemChambers 

Stijn Schmitz welcomes Clem Chambers to the show. Clem Chambers is Author, Journalist and Founder/CEO of ADVFN. The discussion begins with current market volatility: gold is down roughly 30% from its January peak, and oil has cratered 40% from its March high. Chambers identifies the AI space as the major action now, though it recently corrected, and sees the previous gold rally as driven by fears of a China-Taiwan conflict, which has likely been postponed. He argues that gold’s price peak roughly a year out from a potential invasion window, and the sacking of Chinese generals suggests the army resisted such plans, removing that immediate geopolitical bid.Recorded on: June 29, 2026Find Out More About Palisades Goldcorp, Canada's Leading Junior Resource Investment Company:► Website: https://palisades.ca Palisade Radio Links:► Website & Newsletter: https://palisadesradio.ca► Rumble: https://rumble.com/c/c-1586024