investment strategy
Beyond the Brink: Why Climate Tipping Points Are the Ultimate Black Swan for the Global Economy
Climate tipping points are not just an environmental issue; they represent the biggest unpriced, non-linear risk to the global economy and financial markets.
Navigating the 2025 Financial Maelstrom: A Deep Dive into Tariffs, Gold, and the Dollar’s Future
A deep dive into 2025’s key market themes: the return of tariffs, a gold rush driven by uncertainty, and the potential decline of the US dollar.
Beyond the Bricks: Why a ‘Spineless’ Safety Law is a Ticking Time Bomb for the Economy and Your Portfolio
A new building safety law is being called ‘spineless,’ creating hidden risks for investors, the stock market, and the broader economy. What you need to know.
The Carbonara Principle: A Recipe for Alpha in the Modern Economy
Discover the “Carbonara Principle”—a powerful financial strategy inspired by a classic recipe, revealing how to find alpha in the modern economy.
Bethlehem’s Silent Night: An Economic Bellwether for Investors in a Volatile World
Bethlehem’s Christmas festivities return, but a collapsed tourism sector offers a stark lesson in geopolitical risk and economic fragility for investors.
The Murdoch Succession: A New King, a Divided Kingdom, and the Future of a Media Empire
With Rupert Murdoch’s exit, a new era begins. A look at the power dynamics, sibling rivalries, and financial future of the Murdoch media empire.
The New Silk Road: How China is Dominating the Global Luxury Food Market
China is rapidly transforming from a consumer to a dominant producer of luxury foods like caviar and foie gras, disrupting global markets and investors.
The Hidden Mould in Your Portfolio: What a Family’s Ruined Christmas Reveals About Systemic Economic Risk
A family’s ruined Christmas due to housing mould reveals hidden risks in ESG investing, public policy, and the broader economy.
Beyond the Paycheck: Why Jersey’s Living Wage Hike is a Major Signal for the Global Economy
Jersey’s living wage increase is more than local news; it’s a key signal for investors and business leaders on the future of economics and corporate finance.
Europe’s Trillion-Dollar Battery Dilemma: Why Local Content is the New Gold Standard
Europe’s EV future hinges on securing its battery supply chain. Industry leaders demand local content rules to compete with China and the US.
The Kingmaker’s Gambit: How One Man’s Political Strategy Could Reshape Israel’s Investment Landscape
Mansour Abbas’s political strategy is a key variable for Israel’s economy, impacting investment risk, market stability, and the fintech sector’s future.
A Canary in the Coal Mine? Why Australia’s $200 Billion Pension Fund is Selling AI Stocks
Australia’s biggest pension fund is cutting stocks over AI fears. Is this a warning sign for the market, or a prudent move in a frothy environment?