Investment Strategy
Hong Kong’s New Highs: Reading the Economic Tea Leaves in a City Reborn
Hong Kong’s cultural renaissance is a key economic indicator. Discover how new infrastructure and a fintech boom signal a resilient future for investors.
The Fan Economy: How Digital Tribes Are Becoming a New Asset Class
Fanbases have evolved from consumers into a powerful new asset class. This analysis explores the economic impact and investment implications for business leaders.
The Louvre Principle: What a Low-Tech Art Heist Teaches Modern Finance About High-Tech Risk
A “lo-fi” art heist at the Louvre offers a profound lesson for modern finance, revealing that our greatest risks often lie in simple, human vulnerabilities.
The Temu Effect: How Your Shopping Cart Is Quietly Reshaping Global Economics and Politics
Modern capitalism has set expectations of choice and convenience that the state cannot match, fueling a dangerous gap that impacts the global economy and politics.
Beyond the Polls: Why Labour’s Economic Silence is a Ticking Clock for UK Investors
Labour’s commanding poll lead masks a policy vacuum. For UK investors and the economy, this silence is a growing risk that demands a serious plan for governing.
The Manual vs. Automatic Dilemma: What Your Driving Choice Reveals About Modern Investing and the Economy
The choice between learning to drive a manual or automatic car is a powerful metaphor for key debates in finance, investing, and the broader economy.
The Investor’s Gambit: Why ‘Uncanny Timing’ is a Myth in a Volatile Market
A witty letter to the FT sparks a deep dive into why market timing is a flawed strategy and what long-term investors should do instead.
Bitcoin’s Next Frontier: Is $112,000 the Key Hurdle for a New Bull Run?
Technical analysis points to $112,000 as a key resistance for Bitcoin’s next major rally, fueled by ETF inflows and post-halving supply dynamics.
Beyond the Helicopter: Why the Leonardo Strike is a Critical Signal for the Global Economy and Investors
A looming strike at Leonardo is more than a labor dispute; it’s a key signal for investors on inflation, corporate finance, and the future of the economy.
The Dragon and the Eagle Reconvene: Why the Trump-Xi Summit Will Define the Next Decade of Global Finance
The first Trump-Xi meeting since the presidency’s return is set. This summit will define the future of the global economy, finance, and stock market.
Beyond the Shopping Cart: What Gold, Tech, and a Sunny Summer Tell Us About the Real Economy
Recent retail data reveals a split economy: while food sales stagnate, good weather and economic anxiety are fueling spending on clothing, gold, and tech.
Sunshine and Spending: Is the UK’s Retail Surge a True Economic Dawn or a Weather-Driven Mirage?
UK retail sales hit their highest level since 2022, spurred by good weather. Is this a sign of economic recovery or a temporary blip?