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 […]
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 […]