Mind the clutter is the message from the UK local elections, and markets rotating. The local elections highlighted Starmer’s inability to fight another general election, but perhaps not more than that. They also demonstrated Kemi can’t win either. Indeed, it […]
The divide between the fortunate aggressor, and the so-called middle powers, or spectators, between those with strategic foresight and the price takers, is stark. The year’s early exuberance in Europe and the UK has gone, reverting to the old confused, […]
The impact of the Iranian War, what Reform is not, casting about for crumbs: levels to think about buying. How bad? The War has few impacts on the USA: like any bombarding fleet, it can after all, just sail away. […]
Rachel Grieves, Orcs and Goons, China’s paradox, soft budgeting and where the Great Reform Act went wrong – a gloomy calm. Weakness through strength The China paradox was neatly laid out by George Magnus, author of Red Flags*, at a […]
A look at the re-industrialisation idea, how it affects markets fleeing Tech, and Pershing Square Holdings. Back on shore Re-industrialisation is now pretty embedded in UK party policies, of all colours. It is implicit both in the Biden subsidy schemes, […]
Chaos. Noise, with old systems falling apart. A deeper look at currencies and means of exchange, including bitcoin, and what is the UK Labour Party up to? Why are stock markets so high, with the Dow breaking 50,000, from 25,000 […]
Picture credit: Pilgrim Scales – Himalayas – Photographed by: Aditi Sen What does the UK 2029 election look like now? Apart from a long way off. After Sunak’s Slaughter I felt the Tory Party would regain a hundred seats, mainly […]
Happy New Year, to one and all ! We never trust the start of January: short weeks and this year, lots of geopolitical and markets noise. This, along with a market with a cyclical playbook, and lessons from Central Asia. […]
The turn of the rate cycle, the waning of the West, stochastic staffing. Plus, the strategic benefits of Slav-on-Slav violence, the end of Zip Car, of the Bill Gates Climate Office, and new life for Round Up. The trend stayed […]
This time we cover Reeves leading us a merry dance, AI losers and tactical voting. By last weekend I realised the long budget run up was a dance of deceit and seduction, offered not to the voter nor the media, […]