Market Analysis
The Bannon Blueprint: How a “Third Trump Term” Could Reshape the U.S. Economy and Global Finance
Steve Bannon’s plan for a “third Trump term” could radically reshape the U.S. economy, targeting the Federal Reserve and sparking market volatility.
Solving the Financial Puzzle: Why Today’s Economy is the Ultimate Crossword
Viewing finance and investing as a complex crossword puzzle provides a powerful framework for decoding the economy, from macroeconomic trends to fintech disruption.
A New Economic Dawn? Unpacking the US-China Trade Deal and Its Impact on Global Markets
A landmark US-China trade deal framework is set, covering TikTok, rare earths, and tariffs. This analysis explores its impact on finance and the global economy.
Beyond the Handshake: Decoding the New US-China ‘Positive Framework’ and Its Impact on Global Markets
A “positive framework” agreed upon by US & China officials could signal a market thaw. We analyze the impact on the economy, finance, and your investments.
The Grandmaster’s Gambit: What Chess Teaches Us About Modern Investing
Discover how the strategic principles of a chess grandmaster can be applied to modern finance, investing, and navigating the complex global stock market.
The Polymath Investor: Decoding the Modern Economy Like a Crossword Puzzle
To succeed in today’s complex economy, investors must be polymaths, using broad knowledge to navigate the interconnected grid of modern finance.
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.
Shadow Diplomacy: How Trump’s Allies are Reshaping Middle East Policy and What It Means for Global Markets
A “diplomatic blitz” by Trump allies in Israel aims to secure a Gaza deal, revealing deep ties between US politics and the global economy.
Echoes of 1929: Is Today’s Tech Boom a Modern-Day Tale of “Shiny Toy Hubris”?
A look at the “shiny toy hubris” of the 1920s and its eerie parallels to today’s tech-driven market, exploring lessons on investing and market psychology.
The Investor’s Paradox: Are We Riding a Bubble or Just Trusting the Cavalry?
Market bubble talk is everywhere, yet many investors remain optimistic, banking on central bank intervention. Is this confidence justified or a dangerous habit?
Beyond the Fear Factor: Why the UK Needs a New Approach to Retail Investing
Scary stock market warnings may be hurting the UK economy. The Lord Mayor suggests a bold new approach inspired by Sweden’s investor-friendly model.
The Matcha Manifesto: Why Modern Finance Needs an Artisanal Overhaul
A compelling analogy between artisanal matcha and finance reveals how transparency, diligence, and quality can revolutionize investing and the global economy.