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, […]
I am struck by the brilliance of the old sentiment, “In the short run, the market is a voting machine, but in the long run it is a weighing machine” from Benjamin Graham, and even more impressed by how it […]
A pretty good year, lots of all time highs, the FTSE creeping towards 10,000, rates falling, no recession, a Federal Reserve that can’t believe its luck, peace of a kind in the Middle East. So inevitably thoughts turn to banking […]
How have British politicians fared this year, and what does the future look like, behind all the brave facades? Do the regional elections next year matter? What does the betting market tell us? Is Reeves’s mess redeemable? The Tory Party […]
We take a look out from the COVID saga, and bubbles are apparent, but fiscal expansion and falling rates persist. Fuel for the fire The extraordinary COVID crisis saw everything shut down, except fresh government borrowing, then everything was released, […]
We look at signs of the end of the post WWII settlement, at the harassing of the Federal Reserve and what Trump winning looks like (not great). Rift or just a crack ? There are two world views, either Trump […]