Dance of the Seven Veils
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, […]
Month: November 2025
Weighing or voting?
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 […]
Exterminators needed
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 […]