Serious investment thinking that doesn’t take itself too seriously.
This article was originally published in October 2020. As we adjust to what may be a permanent shift from 95% to 80% capacity in the economy, we face penalties in terms of price,...
My world: June 2021… This is part of a series of articles where our contributors describe how they think things will look a year from now. As each day blends into the next and...
Incredibly, I have been involved in preparing forecasts of the UK economy for 45 years. I have a reputation for making bearish calls – occasionally successfully – but have never...
The correct use of language may not appear to be a priority in our straitened circumstances, but the misuse of technical terms has a capacity to spread confusion and...
The battle that has raged for many years between the proponents of deflation and inflation has faded into irrelevance as it is increasingly clear that we are going to have both,...
Covid-19 may or may not trigger global recession, but financial market fragility is laid bare. Here’s the conundrum: invest with the madness or against the madness? Credit and...