As investors start looking forward to a new US President next year, they are trying to assess likely policies. Trump and his MAGA campaign have been reasonably explicit, while...
About Mark Tinker
The Fund Manager
China’s property boom
To be clear, and to contradict the popular narrative in the West, China does not have a property crisis.Rather, it has deliberately engineered a collapse of the property...
The Fund Manager
China v USA: The fight for economic dominance
There are a number of reasons for the current litany of gloom about China, but the actual state of the economy is way down the list. This is primarily because narrative and...
Golden Oldie
Let’s chat about AI
Originally published July 2023. The professional classes are currently, and rightly, obsessing about the impact that AI will have on the service sector as ChatGPT gets...
Golden Oldie
New Normal
Originally published May 2023. Emergence of new currency blocs will change everything There is a growing feeling that the economies of the west are going through some form of...
Golden Oldie
What Mark Twain could tell us about the economy
Why common sense is often the best response . The writer Mark Twain wrote almost 50 books and yet is almost certainly better known for his aphorisms. The pithy one liners...