Economic Theory
Economic Titans Clash: Wolf and Krugman on Power, Plutocracy, and the Future of Your Portfolio
Two of the world’s top economists, Martin Wolf and Paul Krugman, dissect the rise of plutocracy, its impact on the economy, and the future of investing.
The Scrooge Paradox: Re-evaluating the Economics of Essential Services in the Wake of the Post Office Scandal
The UK Post Office scandal is a stark lesson in the clash between public service and private profit, revealing deep flaws in corporate governance and economics.
The Anarchist in the Boardroom: Why Radical Thinkers Are Finance’s Unsung Heroes
Why finance needs its rebels. Discover how contrarian academic thought can unlock innovation, mitigate risk, and shape the future of the global economy.
The Drunkard’s Walk: Are Central Banks Leading the Economy to a Minsky Moment?
Hyman Minsky’s parable of a drunkard perfectly captures modern central banking. Have their policies led us to the brink of a major financial crisis?
The Razor’s Edge: How a 14th-Century Principle Can Revolutionize Your Modern Financial Strategy
Discover how Ockham’s Razor, a 14th-century principle of simplicity, can cut through modern financial complexity to improve investing and business strategy.
The Poverty Paradox: Why Free Markets and Social Safety Nets Are Two Sides of the Same Coin
A viral letter claimed free markets and social safety nets are opposing forces in fighting poverty. Here’s why that’s wrong—and why both are essential.
A New World Order: Navigating Geopolitical Risk, Economic Realism, and the Future of Prosperity
To navigate today’s economy, leaders need a new playbook. Explore insights on political realism, US-China rivalry, and the power of the knowledge economy.
The National Capitalist: How Blockchain and AI Are Challenging a 150-Year-Old Economic Prophecy
Friedrich Engels predicted the state would become the ultimate capitalist. A new letter asks if fintech and blockchain are the tools to finally topple it.
The Balanced Budget Myth: Why Governments Aren’t Households and What It Means for Your Portfolio
The “balanced budget” is a flawed household analogy. For investors, understanding how sovereign governments truly spend is key to navigating the modern economy.
The 1,000-Year-Old Money Tree: What the Song Dynasty Teaches Us About QE, Fintech, and the Future of Money
A 1,000-year-old financial innovation from China’s Song Dynasty holds surprising lessons for modern investing, fintech, and central banking policy.
The UK’s Secret Economic Shock Absorber: Why “Risky” Debt Might Be a Genius Move
The UK’s “risky” debt, high in inflation-linked bonds, may be a powerful, under-appreciated automatic economic stabiliser that reduces fiscal volatility.
The Wildcat Economy: What Rewilding Britain Teaches Us About High-Risk Investing and Systemic Change
The reintroduction of wildcats to the UK offers a powerful metaphor for finance, investing, and systemic risk in the modern economy.