Investment Strategy
The Badenoch Doctrine: A High-Stakes Vision for the UK’s Economic Future
A deep dive into Kemi Badenoch’s economic vision and its high-stakes implications for UK finance, investing, fintech, and the broader stock market.
Beyond the Bill: Why Click Energy’s Price Hike is a Bellwether for the Broader Economy
A small price hike signals big economic shifts. We dissect Click Energy’s rate increase and its wider impact on finance, investing, and household budgets.
The Fed’s ‘Golden Path’: Austan Goolsbee on Navigating the US Economy’s Future
A deep dive into Chicago Fed President Austan Goolsbee’s take on inflation, interest rates, and the US economy’s potential for a ‘golden path’ soft landing.
The Empty Chair at Davos: Why Global Elites Are Ignoring the Architects of the Future Economy
Davos must evolve from an exclusive club for the old guard into an inclusive forum for the innovators building the future of finance and technology.
The Cold Shower Economy: Why Household Debt is a Red Flag for Investors and the Broader Market
A simple act like a cold shower is a powerful economic indicator, signaling deep consumer distress that ripples through finance, investing, and the stock market.
China’s New Choke Point: Why Rare Earth Technology is the Real Economic Weapon
China’s new export curbs on rare earth technology, not the minerals themselves, represent a sophisticated economic weapon. A look at the real risks.
From Satellites to Bucket Shops: The Unseen Forces Shaping Modern Finance
Explore the unseen forces shaping finance, from satellite data and blockchain to historical scams and the psychology of wealth. A journey beyond the headlines.
The Tariff Trap: Why Washington’s Favorite Economic Weapon Can’t Fix the US Trade Deficit
Tariffs are a popular but flawed fix for the US trade deficit. The real cause is a domestic savings shortfall, not unfair trade.
The Dragon’s Grip: Why China’s Control of Rare Earths is a Ticking Time Bomb for Your Portfolio
Executives warn of supply chain havoc as China’s dominance over rare-earth elements poses a critical threat to the global economy, tech, and your portfolio.
The Compass and the Storm: Can a Return to Classic Economic Principles Navigate Britain’s Future?
An analysis of the call to return to fiscal conservatism and its potential impact on the UK economy, investing, stock market, and financial technology sector.
Trade War 2.0? Unpacking the New US Tariffs on China and What They Mean for Your Portfolio
New US-China tariffs are more than a trade spat; they’re a strategic realignment. Discover the impact on the economy, stock market, and your investments.
The Great Leisure Myth: Why AI and Productivity Won’t Kill the 40-Hour Work Week
Despite advances in AI and productivity, a future of abundant leisure remains unlikely, especially in America, due to deep-seated cultural and economic forces.