Serious investment thinking that doesn’t take itself too seriously.

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An empty barn

An empty barn

Originally published February 2022. Seemingly unused space can be receptacles of history. In the middle of our farmyard sits an empty barn. The footprint is bigger than that of a village church, with chalk block work and the thick flint and brick walls dating back...
2020s inflation: not such Happy Days 

2020s inflation: not such Happy Days 

Originally published October 2022. A comparison of today’s inflation context vs that of 1970s. Most economists work for financial firms and their interests are served if markets expect low interest rates. Perhaps for this reason, these folk have tended to opine...
Outside the Anglosphere

Outside the Anglosphere

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 whole economy by unravelling the Virtuous Sovereign Trinity of competent politics, a stable...
Happy 60th Dr No

Happy 60th Dr No

The first James Bond film exploded onto our cinema screens way back in 1962,but a closer look at this classic can help explain the enduring appeal of one ofthe world’s most famous fictional characters. On the 5th of October 1962, the James Bond film Dr No went on...