Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
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 third from its peak in 1979, even as the population has grown by nearly 50% over the same period. Storied manufacturing...
Time to stop defending the rest of the world. A new year dawns bright, with the US hurtling over the fiscal cliff. The lame duck Congress voted for a pork-packed $1.7tr...
Alongside the Private Rental Sector, there is another segment of British property which can reasonably be considered to fulfil dual residential and commercial roles; where ones...
Originally published October 2022. In what follows, I will do my best to remain as sensitive to the calamitous human toll the war in Ukraine has and continues to take. Do my best...
Originally published November 2022. In his quest to ensure that no pound is left circulating outside of the Treasury’s coffers, Jeremy Hunt is attempting to set out some £60bn in...
The UK did NOT enter recession in 2022 Last week’s news will come as a surprise to many (and a great disappointment to some) as the Bank of England’s forecasts from as...
Originally published December 2022. It began in 1947 as a refreshing new measure, but has long since become a Ridiculously poor price index; unless, that is, you own what it...
On our journey looking at world economic developments, crises are sadly rarely far away. Indeed, our subject of today has in many ways been one long-running crisis. But the 2022...
With apologies for stating the bleedin‘ obvious, but most of us work to pay bills and no small part of these are accounted for by our mortgage. Consequently, for those who, on...
Last week brought some news which caught my eye. On Thursday, Bloomberg told us this: Germany’s housing boom is over as prices for residential properties dropped for the first...