financial technology
The Great Rupture: Mark Carney’s Blueprint for Navigating a Fractured Global Economy
Mark Carney, former Governor of the Bank of England, dissects a “world in rupture,” outlining the new economic playbook for a post-globalization era.
The Grover’s Corners Portfolio: Timeless Investing Lessons from a Theatrical Masterpiece
A classic play’s revival offers profound, timeless lessons for navigating today’s volatile economy, from long-term investing to understanding blockchain.
The “Board of Peace”: Decoding the Economics of Political Rebranding
Political leaders often use benevolent language to mask strategic economic motives. Investors must look beyond the rhetoric to understand the real market impact.
Ancient Wisdom, Modern Markets: Can an Old Calendar Offer an Edge in Today’s Economy?
An ancient calendar for modern trading? A letter to the FT sparks a deep dive into the surprising links between the Hindu Panchang and financial strategy.
The Greenland Gambit: Deconstructing the Geopolitical M&A of a Lifetime
An in-depth financial analysis of the Greenland “deal,” exploring its implications for investing, the economy, and the future of geopolitical M&A.
Beyond the Headlines: Deconstructing the £15 Billion UK Warm Homes Plan and Its Economic Ripple Effects
A deep dive into the UK’s £15bn Warm Homes Plan, analyzing its impact on the economy, stock market, finance, and investment opportunities.
The Unexpected Disruptor: How a Local Council’s Funeral Service Signals a Tectonic Shift in a $20 Billion Industry
A UK council’s low-cost funeral service is a signal of major disruption in the $20B death care industry, creating new risks and fintech opportunities.
The Uniform Indicator: Why a Second-Hand Clothing Store Is a Must-Watch Signal for the Global Economy
A surge in demand at a second-hand uniform store is a powerful micro-indicator of macro-economic trends, offering key insights for finance and investors.
Beyond the Balance Sheet: Why a Community Warm Space is a Critical Indicator for the Modern Investor
Discover why a local community center is a critical macroeconomic indicator for investors, revealing deep trends in the economy, finance, and stock market.
The Greenland Glitch: What a Minor Fault on Air Force One Reveals About Major Risks in the Global Economy
A minor fault on Air Force One reveals a major lesson on systemic risk, economic fragility, and the importance of resilience for investors and leaders.
Australia’s Trial by Fire: The New Economic Reality of Climate Risk
Australia’s recurring bushfires are a critical stress test for its economy, reshaping risk for investors, banking, and the stock market.
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.