Political Economy
Beyond the Balance Sheet: Why Major Economic Decisions Can Never Escape Politics
Major economic decisions can’t be separated from politics. This post explores why ‘rational’ investing must account for political realities and social values.
The Trump Economy 2.0: Decoding Voter Anxiety and Market Signals
A deep dive into mixed voter sentiment on the U.S. economy, analyzing potential Trump-era policies and their impact on finance, investing, and markets.
The Battle for Britain’s Right: A High-Stakes Game for Investors and the UK Economy
A party’s health is shown by talent flow. The Tory vs. Reform battle will shape the UK economy, impacting finance, investing, and market stability.
Reform UK as a Stock: A Financial Analyst’s Due Diligence on a Political Disruptor
Analyzing Reform UK as a stock reveals a high-risk, high-volatility political asset. Is it a speculative buy for disruption or a penny stock bound to fail?
The Cummings Conundrum: Can a Maverick’s Blueprint Reinvent the UK Economy for Investors?
An unlikely political consensus is forming around a high-tech vision for the UK economy. What does this Cummings-inspired industrial strategy mean for investors?
A Dangerous Game: When Politics and Central Banking Collide
Political pressure on the U.S. Federal Reserve mirrors historical episodes in other countries that led to economic disaster, posing risks to the economy.
Beyond Division: Why 100+ UK Business Leaders Are Making the Economic Case for Political Unity
Over 100 UK business leaders argue for a new political model to fix the economy. Discover the deep economic case for long-term, stable governance.
Locked on Target: Why Wall Street Loves Defense Stock Buybacks (And Washington Doesn’t)
US defense firms’ massive stock buybacks are rewarding investors but drawing fire from Washington, creating a high-stakes conflict over profit and patriotism.
The Danegeld Dilemma: Why Short-Term Financial Appeasement Spells Long-Term Economic Ruin
A historical analogy of “Danegeld” reveals the long-term economic risks of short-term political and financial appeasement in today’s global economy.
Labour’s Economic Pivot: Why a Softer Stance on Workers’ Rights is a Multi-Billion Pound Signal to Investors
Labour’s strategic pivot to phase in workers’ rights reforms signals a pragmatic, pro-business approach, potentially saving businesses billions.
The Conservative Crossroads: What the Battle for the Right’s Future Means for the Economy and Your Portfolio
The ideological battle for the right’s future has profound implications for the economy, stock market, and your investment strategy. Here’s what to watch.
The Economic Inheritance: Why a Looming UK Recovery Could Redefine the Next Government
Despite a gloomy narrative, falling UK inflation and potential rate cuts could create a surprise economic recovery, offering a major tailwind for the next government.