investment strategy
Beyond the Hype: Where to Find Real Value in a World Obsessed with Private Credit
Beyond the private credit craze, major shifts in media M&A and the space industry offer a glimpse into the future of the global economy.
Beyond Beijing: Why Australian Rare Earths Are the Hottest Ticket in Geopolitical Investing
The US-China tech war has turned Australian rare earth miners into global rock stars, creating a unique and powerful new trend for geopolitical investing.
The Post-American World: Singapore’s PM Warns of Turbulence, Here’s How Investors Should Prepare
Singapore’s PM Lawrence Wong warns of a turbulent transition to a multipolar world. Discover the economic implications and how investors can navigate this.
The Canary in the Coal Mine: What One Mother’s Skipped Meals Reveal About the Global Economy and Your Portfolio
A carer skipping meals is not just a social issue; it’s a critical economic indicator with profound implications for finance, investing, and the stock market.
The Ultimate Bull Market: Why Civil Disagreement is the Most Valuable Asset in Today’s Economy
The health of our economy is linked to our ability to disagree. Discover why civil disagreement is a vital asset for finance, investing, and innovation.
Beyond the BBVA Blip: Why Europe’s Banking Merger Wave is Just Getting Started
Despite BBVA’s failed bid for Sabadell, a powerful wave of consolidation is sweeping European banking, driven by profits, regulation, and fintech.
Beyond the Slice: What Pizza Hut’s UK Closures Reveal About the Shifting Economic Landscape
Pizza Hut’s UK closures are more than a headline; they’re a signal of deep economic shifts affecting finance, investing, and business 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.