economic policy
The Danegeld Dilemma: Why Short-Term Financial Appeasement Spells Long-Term Economic Ruin
A historical analogy of “Danegeld” reveals the long-term economic risks of short-term political and financial appeasement in today’s global economy.
The Domino Effect: Why the UK’s Pub Rates Relief Is Igniting a Wider Call for Tax Reform
A government decision to grant business rates relief to pubs has sparked a wider call for tax parity from retailers, pharmacies, and music venues.
The EV Price War: Why Steep Discounts Signal a Red Light for the Economy
Steep electric car discounts signal a growing, unsustainable gap between government mandates and consumer demand, posing risks to the economy and investors.
Beyond the Briefing Room: Decoding the High-Stakes Economic Chess Game in Venezuela
A White House briefing signals a pragmatic shift in U.S. policy towards Venezuela, with major implications for global energy markets, finance, and investing.
The 2026 Financial Reset: A Warning Shot for Investors and Innovators
A letter to the FT sparks a deep dive into a looming financial shift. Is 2026 set for a rocky start, and what does it mean for the economy and investors?
The EV Price War: Why Unsustainable Discounts Signal a Market Reckoning
Unsustainable EV discounts signal a market reckoning, squeezing profits and challenging the finance of the green transition. A deep dive into the economics.
The Hidden Anchor on the U.S. Economy: Why Your Doctor’s Bill Matters More Than a Trade War
The US economy’s biggest challenge isn’t China; it’s the soaring costs of its domestic healthcare, education, and housing sectors.
The Conservative Crossroads: What the Battle for the Right’s Future Means for the Economy and Your Portfolio
The ideological battle for the right’s future has profound implications for the economy, stock market, and your investment strategy. Here’s what to watch.
Beyond the Generational War: Why Your Birth Year is a Terrible Financial Indicator
Generational labels are a flawed and dangerous lens for viewing finance. Economic conditions, policy, and technology—not birth year—shape our financial lives.
Beyond the Ballot Box: Expert Political Forecasts and Their Impact on Your 2024 Investment Strategy
Expert political forecasts for 2024 and their impact on the economy, stock market, and your investment strategy. A deep dive into the US election and energy.
The Brussels Sprout Effect: Why Seemingly Small News Can Trigger a Stock Market Stampede
A short letter to the FT about sprouts serves as a perfect metaphor for how minor, unpalatable news can trigger oversized, irrational stampedes in finance.
The Trillion-Dollar Tightrope: Why a Realistic Climate Transition is the Only Investable Path
A successful green transition requires a pragmatic, financially sound approach, not just idealistic goals. This is the only path to sustainable success.