Serious investment thinking that doesn’t take itself too seriously.
“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...
In times of financial stress, the market tends to take on a momentum all of its own. We may be in for further shocks, instabilities and dreadful No-See-Ums as investors try to discern what comes next following Trump’s tariffs. Interesting times to come…
"Whom the Gods Intend to Destroy… They first make mad.” Bitcoin is either the greatest thing ever, or a complete Ponzi. Take your pick. The Shills cite multiple reasons its going...
“Good ideas are always crazy until they’re not.” It hurts to admit, but Elon Musk played a blinder during the US election. Just how much more could he deliver to the US economy...
“You’d think you can’t just keep printing money, monetizing debt, and buying bonds, without the dollar imploding. But, maybe you can?” Bond markets reflect facts. Equities are...
At the core of the UK’s many economic problems the new government must address is the unaffordability of housing for the bulk of UK workers.