Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
“The finest steel goes through the hottest fires. It feels no pain, no pity, no remorse, but stays sharp and ready.” After the last few weeks of tariffs, Trump and tech tribulations – time for some light but deeply unfunny comic relief…. The UK’s steel crisis. Over the weekend the Houses of...
This writer supposes there must be a world out thereworth investigating… Some day, anyway. 2022 has been a frenetic year for markets – watching the Truss debacle bring down the...
Here’s what we can learn from the build-up to WW2 UK defence minister Alex Chalk visited Rosyth shipyard in Fife, Scotland a few days ago to kick off construction on the...
Elite universities have embarked on a quest for diversity. They have devoted hundreds of millions of dollars to obtaining a diverse faculty. Many universities now...
Like most stock market indices around the world, the S&P 500 did not have a particularly good 2022. Shortly after reaching a new all-time high in 2021, the index went from...
Russia’s invasion of Ukraine last year caused oil and gas prices to surge, triggering a cost of living crisis in many countries, including the UK. To pay for support for...
In December 2022, then-Senator Pat Toomey (R-PA) introduced the Federal Reserve Accountability Act. It is intended to increase accountability, address left-leaning political...
How an obscure US firm profited from triggering the Indian giant’s price plunge. A few weeks ago, Gautam Adani was indisputably India’s richest man. Now his fortune is slipping...
To the delight of investors across the cryptosphere, the price of bitcoin (BTC) has rallied over 53% since its low of US$15,476 (£12,519) in November. Now trading around...
Originally published August 2022. Published in 1946, the novel Orphan of Asia, by Taiwanese author Wu Zhou-liu, tells the story of Hu Tai-ming. Born in Japan-occupied Taiwan,...