investment strategy
The “Dodgy Gas Fitter” Fallacy: Why Systemic Risk is the Biggest Threat You’re Not Tracking
The “dodgy gas fitter” is a flawed analogy for corporate woes. The real threat is systemic risk in complex “systems of systems,” a governance failure.
The Great Man Effect: Why Your Investment Strategy Is No Match for a Single Leader
Once dismissed, the “Great Man theory” of history is back, proving one leader can override economic models and reshape markets. Here’s what it means for you.
The Miller Doctrine: Decoding the Economic Blueprint for a Potential Second Trump Term
A potential second Trump term, architected by Stephen Miller, could trigger major economic shifts. This analysis explores the impacts on investing and finance.
Financial Shockwaves: Why US Banking Jitters Are Rocking the UK Stock Market
A deep dive into why problems at US regional banks triggered a major sell-off in the UK stock market, and what it means for investors and the economy.
Geopolitical Tremors & Green Revolutions: Decoding the Market Signals from Trump, Putin, and the EU
A potential Trump-Putin meeting and the EU’s 2040 climate goal signal major shifts for the global economy, impacting markets, finance, and investment strategy.
The Prancing Horse Pulls the Reins: Why Ferrari’s UK Strategy is a Masterclass in Economic Scarcity
Ferrari strategically cuts UK car deliveries to protect brand value, a masterclass in economic scarcity following the UK’s non-dom tax regime changes.
The Trillion-Dollar Shift: How a Rare Earth ‘Quake’ is Redefining Global Finance and Technology
A seismic shift in the rare earth market is challenging China’s dominance, creating new risks and opportunities for investors and the global economy.
Unlocking Billions: Inside the ‘Sterling 20’ Plan to Funnel UK Pension Cash into British Growth
Labour’s ‘Sterling 20’ plan aims to unlock billions from UK pensions for domestic investment. A deep dive into how it works and what it means for the economy.
Truce on a Knife’s Edge: Decoding the Economic Tremors of the Gaza Ceasefire for Global Investors
The fragile Gaza ceasefire is a critical variable for the global economy, influencing market volatility, energy prices, and supply chain stability for investors.
Beyond Wall Street: Why the Real Value in Today’s Stock Market Is Overseas
The US value trade is a trap. Discover why smart investors are finding real value and robust returns in the overlooked stock markets of Europe and Japan.
Geopolitics on the Menu: NATO’s Defense Overhaul and the Economic Tremors of Trade Tensions
Geopolitical shifts are reshaping markets. NATO’s defense overhaul and looming trade tensions signal a new era of risk and opportunity for investors.
The Great Economic Reset: Why the Old Rules of Finance No Longer Apply
The old rules of finance are broken. A new settlement is needed for a world of high debt and entangled central banks. Here’s what it means for the economy.