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Month: March 2026

Casting about

March 22, 2026 CharlesGillamsGlobal issues, investment markets, Opinion, UK politics, USA

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. […]

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Dunkelflaute

March 8, 2026March 8, 2026 CharlesGillamsGlobal issues, investment markets, Opinion

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 […]

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