Investment Strategy
China’s Economic Engine Sputters: What a Three-Year Low in Services Means for Global Investors
China’s services activity hit a three-year low and its factory slump persists, signaling a major loss of momentum in its post-Covid economic recovery.
The Great Disconnect: Why a Strong US Economy Feels So Bad and What It Means for Your Investments
Two leading economists dissect the “vibecession”—the disconnect between a strong US economy and public gloom—and warn of its dire risks for investors.
The “My Generation” Portfolio: What a 1965 Rock Anthem Teaches Us About Market Disruption
Discover the surprising link between The Who’s “My Generation” and modern market disruption, offering timeless lessons for investors in fintech and finance.
The Investor’s Guide to Faking It: Lessons from Faux Fur on Financial Engineering
Faux fashion offers a powerful metaphor for modern finance. From derivatives to fintech, we explore the world of synthetic assets and how to invest wisely.
From Open Mics to Opening Bells: The Unexpected Parallels Between Stand-Up Comedy and Financial Success
Discover the surprising parallels between stand-up comedy and high finance, and how skills from the stage can boost success in investing and leadership.
The EU’s 2030 Stealth Ban: Why a Corporate Fleet Rule Changes Everything for Investors
The EU is planning a 2030 EV mandate for corporate fleets, a “backdoor ban” that will radically accelerate the auto industry’s transition.
The Investor’s Gambit: Navigating the Generational Divide in Modern Finance
A powerful allegory of a father and son reveals the critical tension between traditional finance and fintech, offering insights for today’s investors.
Navigating the Fiscal Tightrope: Labour’s Pre-Budget Balancing Act and What It Means for the UK Economy
Labour’s pre-Budget maneuvers signal a high-stakes play for economic credibility. What does this mean for investors, finance, and the UK economy?
Taming the Vigilantes: Why a “Boring” UK Bond Market is Great News for Your Finances
From the chaos of the 2022 mini-budget to today’s calm, discover how the UK tamed the bond vigilantes and what this stability means for your finances.
The Investor’s Christmas Playbook: Financial Strategy Inspired by the FT’s Festive Guide
Transform holiday planning into a powerful financial strategy. This guide uses the FT’s Christmas issue as a metaphor for year-end investing and portfolio management.
From Classroom to Combat: The Investment Case for Drone Swarms and the Future of Defense
A high school project on “drone walls” reveals a profound shift in the defense economy, creating a new asset class for investors in AI and autonomous systems.
Geopolitical Shockwave: Analyzing the Market Fallout of a Presidential Pardon for a Narco-State Leader
A potential presidential pardon for a convicted narco-state leader sends shockwaves through markets, testing global banking and redefining investment risk.