Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
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 comparisons. For example, I see a lot of people passing around charts like this one, claiming to show that China’s economy...
Yesterday evening I stopped to take a look at the twin towers at the Vauxhall end of the Nine Elms development which look nearly complete. As they have changed hands they...
The Washington State House has passed a bill to cap rent increases at 7 percent a year. The Senate has yet to vote on it, and the governor has not taken a position. If...
The eyes of the world may be on the US presidential election. But another, usually sleepy campaign is underway: European Parliament elections in June 2024. Most of the action...
A deal was signed between San Diego Zoo and China’s Wildlife Conservation Association in February 2024 that paved the way for Chinese giant pandas to return to the US...
Argentine President Javier Milei’s address to the World Economic Forum was, as you’ve no doubt heard, a real corker. The principles of classical liberalism have not been so...
The UK economy grew by 0.3% in November, yet the prevailing money supply indicators strongly suggest an impending recession in 2024. A decline in M4x of over £3b. during the...
Finally, I think the Bitcoin improbability bubble has burst. Ever since it claimed it was mainstream and respectable back in January when the SEC was bounced into giving...
On January 10, over a decade after the first Bitcoin spot Exchange-Traded Fund (ETF) application, the Securities and Exchange Commission (SEC) finally approved eleven...
It is one of the most “identified” structural failings of the UK economy. A shortcoming, we are told, that lies at the core of why the UK will see no growth next year, and indeed...