economics
The Adoption Principle: A Human-Centric Model for Long-Term Value Investing
A couple’s adoption journey reveals profound lessons for finance professionals on long-term investing, identifying undervalued assets, and navigating markets.
The $900 Million Chess Move: How the US and IMF Forged a Lifeline for Argentina’s Economic Revolution
A $900mn US-IMF maneuver provides a crucial lifeline to Argentina, signaling strong support for President Javier Milei’s radical economic reforms.
The Ryanair Effect: How Contrarian Strategy and Financial Discipline Built a Stock Market Titan
Ryanair’s success is a masterclass in contrarian strategy, turning unpopular ideas into a dominant, profitable, and highly efficient business model.
Beyond the Billions: Decoding Toyota’s $10 Billion Strategic Bet on the American Economy
Toyota’s $10B US investment is a masterclass in strategy, blending geopolitics, supply chain resilience, and a major bet on the American economy’s future.
Beyond the Impasse: The Lasting Economic Scars of the Longest U.S. Government Shutdown
The 2019 U.S. government shutdown was more than a political event; it was a multi-billion dollar shock to the economy with lasting lessons for investors.
Shutdown Over: Dissecting the Economic Fallout and What It Means for Investors
The historic government shutdown is over, but its economic fallout remains. We dissect the financial impact, market reaction, and lessons for investors.
Beyond the Handshake: Why UK plc is Demanding More Than Just Reassurance from Downing Street
Downing Street aims to reassure UK businesses of its stability, but CEOs demand concrete action and fiscal clarity to restore investor confidence.
The Gilt-Edged Cage: Why the Bond Market Now Rules British Politics
The ghost of the 2022 mini-budget has created a new political reality where the bond market’s approval is paramount, forcing a cautious economic consensus.
The Trillion-Dollar Pivot: Why Latin America’s Green Transition is the Next Big Play in Global Finance
Latin America’s shift from fossil fuels is a multi-trillion-dollar opportunity for finance, investing, and fintech. This is the next big global play.
The Driving Test Backlog: A Surprising Lesson in Economic Efficiency and Financial Systems
A new driving test rule is a surprising case study in economic efficiency, resource allocation, and the systemic risks that impact finance and investing.
Beyond the Boarding Pass: Ryanair’s Digital Gambit and Its Ripple Effect on Finance and Investing
Ryanair’s move to digital-only boarding passes is a major financial strategy, signaling deep cost-cutting and a pivot towards fintech integration.
Redundancies and Red Ink: Decoding the NHS’s Financial Crisis and Its Ripple Effect on the UK Economy
An analysis of the NHS’s financial deal, exploring its deep impact on the UK economy, public finance, and the investment landscape.