Investment Strategy
A Radioactive Bet: Why Japan’s Return to Nuclear Power is a High-Stakes Game for the Global Economy
Japan’s pivot back to nuclear power is a high-stakes gamble driven by economic necessity. What does this mean for investors and the global economy?
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 Hidden Tax: How UK Immigration Policy is Stifling Economic Growth and Investor Confidence
Post-Brexit immigration rules create a hidden tax on talent, stifling the UK economy, deterring investment, and impacting key sectors like finance and fintech.
The Paddington Principle: Unpacking the Economics of Empathy, Brand Equity, and Marmalade
Discover the surprising financial lessons from Paddington Bear, exploring brand equity, risk management, ESG investing, and the economics of empathy.
The Nuclear Phoenix: Why Japan is Betting its Economic Future on a Controversial Past
Japan is reversing its post-Fukushima anti-nuclear stance due to economic necessity, a move with massive implications for its economy, investors, and markets.
Nuclear Phoenix: Why Japan is Betting Its Economic Future on a Controversial Energy Comeback
Japan’s pivot back to nuclear power is a high-stakes gamble, balancing a traumatic past with the urgent need for economic stability and energy security.
The Toy Swap Economy: What a Local Event Reveals About the Future of Finance, Fintech, and Investing
A local toy swap reveals powerful trends in the circular economy, fintech, and sustainable investing, offering key insights for finance professionals.
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.