Serious investment thinking that doesn’t take itself too seriously.
The investor's conundrum. The first quarter of the 21st century has been a rough ride for financial markets and consequently for the investors that they serve. Is there any good reason to expect the rest of the century to be any smoother? Not so long ago, a claim could credibly be made that “Real...
"Our currency, your problem." John Connally, Treasury Secretary in the Nixon White House, uttered these words to the world's elite when he torpedoed the Bretton Woods regime's...
John McWhorter has written an important book – a heretical book, really, because in today’s America, black men are anathema if they believe what he believes, or write what he...
Why food crime is so much more than counterfeit chocolate bars. In recent years, Londoners and tourists in the UK capital will have noticed an influx of American sweet shops....
Tourism destinations globally are seeing a significant hit to their economies as Russians stay at home due to war-related sanctions, with possible long-term effects on...
During the Covid-19 pandemic, Chinese cities have repeatedly imposed lockdowns following their central government’s stubborn pursuit of zero-Covid. But lockdowns weren’t limited...
Back in April, we released The UK Economy over Time (‘23 – ‘30) & from Place to Place, which made the case that in the years to 2030, Central and Northern England (CaNE)...
Why tech companies must address emissions caused by streaming and scrolling. Technology companies have been having a difficult year. The increased cost of living is turning...
Energy expert Q&A. While thermometers have been well into the red across the northern hemisphere, people are panicking about the cost of energy bills once winter starts to...
Welcome to a slightly delayed 2022 half-year review of the UK Dividend Stocks Portfolio. My original plan was to review the portfolio in July, but work (mostly a slew...