Investment Strategy
China’s New Choke Point: Why Rare Earth Technology is the Real Economic Weapon
China’s new export curbs on rare earth technology, not the minerals themselves, represent a sophisticated economic weapon. A look at the real risks.
From Satellites to Bucket Shops: The Unseen Forces Shaping Modern Finance
Explore the unseen forces shaping finance, from satellite data and blockchain to historical scams and the psychology of wealth. A journey beyond the headlines.
The Tariff Trap: Why Washington’s Favorite Economic Weapon Can’t Fix the US Trade Deficit
Tariffs are a popular but flawed fix for the US trade deficit. The real cause is a domestic savings shortfall, not unfair trade.
The Dragon’s Grip: Why China’s Control of Rare Earths is a Ticking Time Bomb for Your Portfolio
Executives warn of supply chain havoc as China’s dominance over rare-earth elements poses a critical threat to the global economy, tech, and your portfolio.
The Compass and the Storm: Can a Return to Classic Economic Principles Navigate Britain’s Future?
An analysis of the call to return to fiscal conservatism and its potential impact on the UK economy, investing, stock market, and financial technology sector.
Trade War 2.0? Unpacking the New US Tariffs on China and What They Mean for Your Portfolio
New US-China tariffs are more than a trade spat; they’re a strategic realignment. Discover the impact on the economy, stock market, and your investments.
The Great Leisure Myth: Why AI and Productivity Won’t Kill the 40-Hour Work Week
Despite advances in AI and productivity, a future of abundant leisure remains unlikely, especially in America, due to deep-seated cultural and economic forces.
The Great Squeeze: Why Wall Street’s Bears Are Facing a Billion-Dollar Bleed
Short sellers are facing their worst returns since 2020 as AI hype, rate cut hopes, and retail investors create a perfect storm, squeezing market bears.
The Private Equity Paradox: Why The Industry’s Big Comeback Is An Inside Job
Private equity’s comeback is fueled by firms selling to each other. Is this a sign of a healthy market or a high-stakes game of pass-the-parcel?
Beyond the Missing Parcel: How US Shipping Chaos Signals Deep Cracks in the Global Economy
A missing wedding saree symbolizes a deeper crisis in US shipping, revealing profound risks and opportunities for the global economy, investors, and finance.
Corporate Turmoil, Global Bets, and a Founder’s Fall: Decoding the Week’s Biggest Financial Dramas
A founder’s exit from a $12bn firm, a lottery giant’s US dream, and HSBC’s risky Hong Kong bet. We decode the week’s top financial dramas.
Netanyahu’s High-Stakes Gamble: Decoding the Economic Fallout for Israel and Global Investors
Netanyahu’s political gamble post-hostage rescue creates economic volatility. What does it mean for Israel’s tech sector, the stock market, and investors?