Investment Strategy
The Unexpected Disruptor: How a Local Council’s Funeral Service Signals a Tectonic Shift in a $20 Billion Industry
A UK council’s low-cost funeral service is a signal of major disruption in the $20B death care industry, creating new risks and fintech opportunities.
UK Inflation Cools to 3.4%: A Deceptive Calm Before the Bank of England’s Storm?
UK inflation cooled to 3.4%, but a deep dive reveals a complex picture for the Bank of England, the economy, and your investment strategy.
The Uniform Indicator: Why a Second-Hand Clothing Store Is a Must-Watch Signal for the Global Economy
A surge in demand at a second-hand uniform store is a powerful micro-indicator of macro-economic trends, offering key insights for finance and investors.
The Great Cash-Out: Is Private Credit’s Golden Era Facing Its First Real Test?
A surge in redemption requests hits major private credit funds. Is this a sign of investor remorse, a smart rebalancing, or a crack in a $1.7T market?
The Greenland Glitch: What a Minor Fault on Air Force One Reveals About Major Risks in the Global Economy
A minor fault on Air Force One reveals a major lesson on systemic risk, economic fragility, and the importance of resilience for investors and leaders.
Australia’s Trial by Fire: The New Economic Reality of Climate Risk
Australia’s recurring bushfires are a critical stress test for its economy, reshaping risk for investors, banking, and the stock market.
Solving the Global Economy: Why Modern Finance is the Ultimate Crossword Puzzle
The global economy is the ultimate cryptic crossword. To succeed, investors must learn to solve the “across” clues of macroeconomics and the “down” clues of industry shifts.
The Contrarian’s Gambit: Is Betting Against the Financial Times a Winning Strategy?
A professor’s witty letter to the FT suggests a contrarian strategy: buy what the media tells you not to. Is this a genius move or a path to ruin?
Beyond the Balance Sheet: Why Major Economic Decisions Can Never Escape Politics
Major economic decisions can’t be separated from politics. This post explores why ‘rational’ investing must account for political realities and social values.
The Corporatist Threat: Why Your Old Model of Political Risk Is Dangerously Obsolete
The old model of political risk is obsolete. Discover why the rise of corporatism—the nexus of state and corporate power—is the new threat for investors.
The Anna Karenina Principle of Investing: Why Every Financial Failure is Uniquely Tragic
Tolstoy’s Anna Karenina Principle reveals a key truth about finance: successful investors are all alike, but every failed investor fails in their own way.
Greenland Isn’t For Sale, But the Conversation is an Investor’s Goldmine
A bizarre presidential proposal to buy Greenland reveals deep insights into modern geopolitics, resource economics, and long-term investment strategy.