Serious investment thinking that doesn’t take itself too seriously.
For advocates of free trade and globalisation, tariffs are always bad. Reality is, as ever, more nuanced. With President Trump ensconced in the White House once again and busy with executive orders, the issues of tariffs on foreign trade and taxes on foreign companies and individuals are now front...
I saw the phrase ‘friendship recession’ in a headline last week, which has a musical swing to it, but refers to growing social isolation, particularly among men, due to people...
My head is full of grizzly mania, the Russian bear is trapped in Ukraine's military bear trap and the black gold bears are laughing all the way to the bank as Brent tanks to $76...
Most financial crises have plenty in common. They tend to start in the banking sector and involve excessive borrowing, together with an asset bubble, usually related to property....
Speculation regarding how secure Vladimir Putin’s position is surfaces every few years, but has intensified since the invasion of Ukraine, particularly in light of Russia’s...
It’s easy to believe that life on Earth is getting ever worse. The media constantly highlight one catastrophe after another and make terrifying predictions. With a torrent of...
People really dislike inflation. Today, with US annual inflation still above 8%, one in five Americans consider it the country’s biggest problem – spelling trouble for the...
Comparing farmland and property. This commentary argues that farmland values may double over the next 10 years, while over the same 10 years residential and commercial property...
Truss can afford to be unpopular – for now. 'Consensus' was a swear word for Margaret Thatcher. She once declared: “To me consensus seems to be the process of abandoning all...
As of September 6th, the UK has a new prime minister, in Liz Truss, and a new chancellor in Kwasi Kwarteng. To say they face immense challenges is no exaggeration. Then again,...