Serious investment thinking that doesn’t take itself too seriously.
Bezos, Google's AI debacle, and how constraints rather than resources drive innovation. Money was tight. It’s hard to even imagine it this day and age, but it’s true. On Wall Street and in Silicon Valley, money was tight. In the aftermath of the dotcom bubble, money was tight for tech startups...
The supermarket business model is too fragile to shield customers from rising food prices. Food prices, like almost everything else, are rising fast. There have recently...
Since first espousing it, I have not wavered in my view of the crypto marché. To wit, it is a fiction that ill inevitably be exposed. Now, while the crashing down of the crypto...
There is an old expression – to drive someone to drink – which means to annoy them to distraction. My favourite version of it is George Thorogood and the Destroyers’, “Son,...
President Putin and his security institutions are no longer a united front. Russia’s army is deeply unhappy at the new and curtailed strategy Putin has ordered them to adopt...
How the Thames made an extraordinary recovery over 60 years. It might surprise you to know that the River Thames is considered one of the world’s cleanest rivers running through...
This month, the Bank of England will celebrate 25 years of independence. For the past quarter of a century it alone, and not Her Majesty’s Government, has been responsible for...
Economic research shows that monetary policy works best when conducted by an independent central bank. After Fed chairs in the 1960s and 70s caved to pressure...
If certain criteria are met, this writer thinks so. For those who are persuaded that we are still in the early stages of an inflationary resurgence, rather than the mature phase...
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. According to the Consumer Price Index (CPI), for the 12 months ended...