

Climate change policy has entered a new era. The growing row between the United States and the European Union over the impacts of the new American green subsidy regime makes that all too clear. Yet in many ways, this story is ultimately about China. For the last 20...
How the west is finally hitting back against China’s dominance of cleantech

The Undercover Investor
Time to buy some discounts to NAV, Blackstone cede 11% and UK planning paralysis What on earth is happening to our planning system? Is it absent without leave? I know it’s a bit of an overstatement to say that everywhere I go someone has a negative story about...
The Undercover Investor

Beauty of a bitterly cold Sunday, 8am
I couldn’t sleep last Saturday night due to anxiety caused by rewinding various lowlights of my long life that hit me like a brick, and I lay in bed and watched the hours go by as I contemplated my imminent demise, leaving my dependents impoverished and homeless. So...
Beauty of a bitterly cold Sunday, 8am

War! Who is it good for?
Originally published October 2022. In what follows, I will do my best to remain as sensitive to the calamitous human toll the war in Ukraine has and continues to take. Do my best to do so, in the context of trying to gauge what impact these shocking events will have...
War! Who is it good for?

Wise council – there is a way to tax housing wealth
Originally published November 2022. In his quest to ensure that no pound is left circulating outside of the Treasury’s coffers, Jeremy Hunt is attempting to set out some £60bn in tax rises and spending cuts. This is quite a lot of money, even by the standards of the...
Wise council – there is a way to tax housing wealth