Aspects of the ‘New Normal’
The new normal, more Old Labour, what is a ‘handle’, will property ever revive, how durable is the renewables bounce? When do numbers matter to us ? Same old It looks like the new normal is no Middle East peace, […]
interest rates
Unforgiven
Burnham as the continuity Labour candidate, markets rotating through assets at dizzying speed, seasonality, and higher interest rates must come. You must win, in order to rule The Labour Party for much of the last century was a recognisable progression […]
Madness Takes Control
Burnham’s rise, market implications, new Federal Reserve, interest rate expectations. And inter galactic speculation, up like a rocket… New Governor, Old Rates In US Fed Governor Warsh we get a real economist, even if inevitably with an Ivy League law […]
Bitcoin in the Bekaa
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 […]
Round-up
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 […]
Blowing bubbles
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, […]