Investment Strategy
The Investor’s Paradox: Are We Riding a Bubble or Just Trusting the Cavalry?
Market bubble talk is everywhere, yet many investors remain optimistic, banking on central bank intervention. Is this confidence justified or a dangerous habit?
The Investor’s Paradox: What a “Thrifty Gene” Reveals About Surviving a Bull Market
A biological paradox about a ‘thrifty gene’ offers a powerful lesson for investors on rethinking risk, corporate strategy, and economic health.
Beyond the Fear Factor: Why the UK Needs a New Approach to Retail Investing
Scary stock market warnings may be hurting the UK economy. The Lord Mayor suggests a bold new approach inspired by Sweden’s investor-friendly model.
Beyond the Scorecard: Rethinking South Africa’s Black Economic Empowerment for a New Era
A critical look at South Africa’s BEE policies. Has a noble goal become a barrier to growth and a tool for elite capture? A deep dive for investors.
Up in Smoke: Why Big Tobacco’s Indonesian Fortress is Starting to Crack
An economic downturn in Indonesia is fueling a boom in illicit cigarettes, posing a major threat to Big Tobacco’s profits in its key Asian market.
The Ultimate Bull Market: Why Civil Disagreement is the Most Valuable Asset in Today’s Economy
The health of our economy is linked to our ability to disagree. Discover why civil disagreement is a vital asset for finance, investing, and innovation.
A Dangerous Double Game? Why the UK’s Mixed Signals on China Threaten the Economy
The UK’s mixed signals on China create a fog of uncertainty, threatening the economy and creating hidden risks for investors and financial markets.
Demolishing the “East Wing” of Finance: Are We Replacing Economic Foundations with a Gilded Ballroom?
A provocative headline serves as a metaphor for the demolition of our traditional financial system. Are we replacing stability with a volatile, gilded ballroom?
Unlocking Frozen Fortunes: The Innovative Financial Plan to Rebuild Ukraine
A bold new financial proposal suggests using frozen Russian assets as collateral for a massive loan to fund Ukraine’s reconstruction.
The Green Paradox: Uncovering the Dirty Secret of Clean Energy Investing
The clean energy revolution has a dirty secret: its massive dependence on mining. This post explores the financial and environmental paradox of the green transition.
The Matcha Manifesto: Why Modern Finance Needs an Artisanal Overhaul
A compelling analogy between artisanal matcha and finance reveals how transparency, diligence, and quality can revolutionize investing and the global economy.
Cutting Red Tape or Tying New Knots? Decoding the UK’s “Pro-Business, Pro-Worker” Economic Strategy
The UK government pledges a “pro-worker, pro-business” approach to cutting red tape. We analyze the implications for the economy, investing, and fintech.