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HAMMER AND CYCLE

February 22, 2026February 22, 2026 CharlesGillamsGlobal issues, investment markets, Opinion, UK

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, […]

Round-up

December 12, 2025January 25, 2026 CharlesGillamsGlobal issues, interest rates, investment markets, Opinion, UK

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 […]