Investment Strategy
A Dangerous Silence: How US-Japan-China Tensions Over Taiwan Are Shaking Global Finance
A diplomatic silence from Washington over a Japan-China row on Taiwan is sending shockwaves through the global economy, testing alliances and markets.
The Monroe Doctrine 2.0: What a US ‘Peace Through Strength’ Policy Means for the Global Economy
A “stronger than ever” Monroe Doctrine signals a major US policy shift, impacting global trade, investing, and the economy. Here’s what it means for you.
Decoding the Buffett Indicator: Is the Global Stock Market Flashing a Major Warning Sign?
The global stock market’s value is 122% of global GDP, a key warning sign. We explore what the “Buffett Indicator” means for finance and investing today.
The Canary in the Coal Mine: What Community Warm Hubs Signal to Investors and the Global Economy
Community warm hubs are more than charity; they’re a key economic indicator signaling shifts in consumer behavior, investment risk, and fintech opportunities.
Anatomy of a Bull Run: Unpacking the FTSE 100’s Best Year in a Decade
A deep dive into the FTSE 100’s stellar 2021, revealing the miners and banks that led the charge and the tech darlings that fell behind.
The Prosperity Paradox: Why You Feel Poorer in a Richer Economy
Why do we feel poorer when the economy is growing? This post explores the economic paradox of cheap goods but expensive essential services like healthcare.
Trump’s “Baby Bonds”: A Radical Economic Experiment or a Populist Play?
A deep dive into Trump’s ‘baby bonds’ proposal. We analyze its economic impact, political motives, and potential future for finance and investing.
The Financial Polymath: Solving the Crossword of Today’s Complex Markets
The world of modern finance is a complex crossword. To succeed, investors and leaders must adopt the mindset of a Polymath, connecting dots across disciplines.
The Investor’s Crossword: Decoding the Puzzles of the Modern Financial Market
The world of finance is a complex puzzle. By applying the mindset of a crossword solver, investors can better decode macroeconomic trends and fintech disruptions.
The Architect’s Blueprint for Market Mastery: Why You Need Two Views to Succeed in Finance
An architect’s simple design principle offers a profound metaphor for success in finance, investing, and business.
The Biscuit Barometer: What a Trader’s Nervous Habit Reveals About Modern Finance
A trader’s nervous habit is a metaphor for the psychology of investing. We explore how finance has evolved from gut-feel to the age of fintech and AI.
The Unseen Balance Sheet: Why the UK’s Asylum Policy is a Costly Economic Misstep
The UK’s asylum policy, focused on costly deterrents, is an economic misstep. A smarter strategy involves investing in global development and financial technology.