

Price inflation is starting to fall in many countries but it still remains way above the typical 2% target of most major economies. In the UK, inflation has been above target since August 2021 and in double digits since August 2022....
Four reasons inflation will stay stubbornly high for some time

No such thing as virtual real estate
We live in a world of virtual reality: virtual conversations, virtual relationships, virtual work, and virtual leisure. Artificial intelligence is on a mission to replace us all with avatars: bright, shiny versions of ourselves. Central banks have been busy creating a...
No such thing as virtual real estate

Will China ever be as investible as the West?
Originally published July 2021. “Let China Sleep. When she awakes, she will shake the world…” This Morning: The media is full of China noise – does the rising tension mean it may become un-investible? The Chinese economy is very different, but recognisably similar....
Will China ever be as investible as the West?

The fight for Padel… Everybody wants to rule the world
Sports making a racket, 48 up for the Cup and the allure of live Hop to it! Harking back to an innocent 70s youth of balmy summers and winter power cuts, when even Space Invaders had yet to land, a friend gets in touch to sense-check his vision for...
The fight for Padel… Everybody wants to rule the world

The perils of dynamite fishing
I’ve yet to come across anyone who has a better way of describing current monetary policy than Louis Gave from Gavekal. Paraphrasing Louis, ‘the Fed is dynamite fishing, they’ve lit the fuse, thrown the stick of TNT in the water, we’ve heard the bang and the...
The perils of dynamite fishing