Investment Strategy
The Palazzo Principle: What a Venetian Garden Teaches Us About Modern Finance and Long-Term Value
A Venetian garden offers profound lessons on economic moats, sustainable innovation, and long-term value for investors and business leaders.
The Geopolitical Compass: Navigating the New Landscape of Global Finance
Geography is the most underrated force in modern finance, shaping everything from the stock market and fintech innovation to investment risk and the global economy.
The 50-Year Investment: What a Decades-Long Fight for Justice Teaches the Modern Economy
Lessons in resilience and long-term value from an unlikely source, applied to modern finance, investing, and corporate governance.
Back to the Garden: Why Tech and Finance Must Rediscover Their Purpose
The utopian promise of fintech has faced a “techlash.” This is a call for the finance and tech industries to rediscover their purpose and return to responsible innovation.
The Ticking Time Bomb in the UK Economy: Why the Rise of Young “NEETs” Is a Red Flag for Investors
An inquiry into the rising number of young people not in education or work (NEET) is a major red flag for the UK economy, impacting GDP, finance, and investors.
Grounded Flights, Grounded Economy: The Hidden Financial Turbulence of a Government Shutdown
Flight cancellations from a government shutdown are more than a travel hassle; they signal deep economic turbulence, impacting markets, investing, and finance.
The Mighty Real ROI: How a Disco Anthem Teaches a Masterclass in Financial Technology and Strategic Pivots
Discover the powerful business lessons in innovation, technological disruption, and strategic pivots hidden within the story of Sylvester’s disco classic.
The Bouzouki Portfolio: What a Niche Music Shop Teaches Us About Modern Investing
A London music shop offers a powerful metaphor for modern finance, revealing how niche markets, experience, and human curation can drive superior returns.
The $300 Billion Meeting Problem: How One CEO’s War on Wasted Time is a Major Signal for Investors
Mike Henry, CEO of BHP, is tackling the corporate curse of pointless meetings, a move with profound implications for productivity, finance, and investing.
The Authenticity Premium: Why the Market’s ‘Vibe Shift’ Is Your Next Big Investment Signal
A cultural ‘vibe shift’ towards candour, seen in figures like Martha Stewart, is creating a new ‘authenticity premium’ in finance and investing.
The Widening Gulf: Why the Fed Sees Wealth Inequality as the Next Big Threat to the US Economy
A top Fed official’s warning on wealth inequality signals a major shift. Discover why this gap could trigger the next downturn and what it means for you.
The Great Auto-Shift: Why a Shipping CEO’s Warning Spells a New Era for Global Markets
A shipping CEO’s warning signals a new era. Chinese automakers are overtaking European rivals, reshaping global trade, finance, and investment strategies.