Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
As “problems” go, being told you are on a very long waiting list to buy an expensive Rolex, is up there as the foremost, of first world “frustrations”. Well, we need keep the Rolex Problem in mind when considering the “problem” of Trump’s tariffs hurting the UK automotive industry. For be in no...
In these ever more so “uncertain times” on both sides of the Atlantic and in parts elsewhere, there is a great deal of international capital seeking safety. There is also so much...
He's a great economist, but he also changed how we talk about the subject. Don’t worry, Paul Krugman is still alive. But he’s retiring as a New York Times columnist, after...
Comparing economies is an inexact science. Comparing the size of countries’ economies is a popular sport, and a lot of people are very invested in the outcomes of those...
Bond markets are on fire again. Looking back at the 2015-2021 period when I traded bond markets at a large bank, it was quite boring. Rates were mostly stuck around 0% at the...
Whatever the “global economy” happened to look like in “their time”, there have always been nations/City States, determined to expand & become overarching dominant...
"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...
In the wake of Trump’s return to Executive office we have witnessed "financials" record sizeable moves. These have involved super-charging trends seen ahead of the frenzied...
For those of us worried about America’s ability to manufacture things, there’s no shortage of worrying indicators to point to. Manufacturing employment has fallen by a...
Because Hyperbole is such easy clickbait, so many of those pushing economic “views”, are incentivised to lace these to the very extreme. Have, that is, titles and content of such...