Economic Analysis
The High Street’s Shadow Economy: Unpacking the Financial Underbelly of Illicit Mini-Marts
A BBC investigation reveals a criminal network using mini-marts for illicit trade, exposing a shadow economy with deep implications for finance and investing.
Fiscal Tightrope: Deconstructing the Battle Between Austerity and Relief in Modern Economies
A deep dive into the classic economic battle between austerity and relief, analyzing the impact of government spending freezes and tax cuts on the economy.
Echoes of 2008? A Banking Titan’s Stark Warning on the $1.7 Trillion Private Credit Market
UBS Chair Colm Kelleher warns of systemic risk from private credit, drawing chilling parallels to the “ratings shopping” that preceded the 2008 crisis.
The Emperor’s New Code: A Reality Check for the Utopian Dreams of Fintech
An engineer’s critique of fintech utopianism reveals a clash between elegant code and the messy realities of economics, physics, and human nature.
The Modern Rake’s Progress: Is Financial Innovation Leading Us to Ruin?
Is today’s financial innovation a path to prosperity or a modern-day “Rake’s Progress” leading to ruin? An analysis of fintech, crypto, and market speculation.
Solving the Financial Puzzle: Key Lessons in Investing and Economics from an Unlikely Source
An FT crossword puzzle’s answers reveal profound lessons about investing, economics, and financial strategy, connecting concepts from assets to economic stagnation.
The Peanut Butter & Jelly Indicator: Why Your Lunch Explains the Global Economy
A simple letter about a sandwich reveals a deep truth about inflation, banking, and the disconnect between Wall Street data and Main Street reality.
Brazil’s Security Crisis: A Red Flag for the Economy and Global Finance?
A deadly police raid in Brazil exposes deep political weakness, signaling significant economic risks and instability for investors and global finance leaders.
Beyond the Ballot: Decoding the Economic Stakes in New Jersey’s Populist Showdown
A deep dive into the NJ gubernatorial race, analyzing its surprising implications for finance, investing, economic policy, and the broader U.S. economy.
Beyond the Headlines: What a Sudden Crisis Teaches Investors About Market Shocks and Financial Resilience
A shocking incident on a UK train serves as a powerful metaphor for market shocks, exploring how investors can build financial resilience in an unpredictable world.
The Penny Paradox: Why a Coin Shortage Signals a Revolution in Finance and the Economy
A US coin shortage reveals deep shifts in the economy, fintech, and the future of money. Explore the debate and its impact on investing and business strategy.
Mali on the Brink: Why a Sahel Crisis Is a Red Flag for the Global Economy
The encirclement of Mali’s capital by jihadists signals a state collapse with dire consequences for the global economy, investors, and regional stability.