22 September 2022
🔔 A Great British Plan For A Great British Problem
Cut corporate taxes, more money for the bankers, cut stamp duty to keep the property market propped up. What's Truss up to?
21 September 2022
🔔 Never Go Full Volcker
Everyone knows you never go full Volcker. The only Fed preview you need.
20 September 2022
🔔 Context Peasants. CONTEXT
Markets go up and down, fortunes are made and lost. Everything is cyclical. King Charles says we need a bull market in critical thinking.
16 September 2022
🔔 The Illusion Of Knowledge
"No amount of sophistication is going to allay the fact that all of your knowledge is about the past and all your decisions are about the future"
15 September 2022
🔔 Inflation In The Real World
Does inflation really hurt the poor most? "Our understanding of inflation is not helped by a world increasingly dominated by sound-bite economics"
14 September 2022
🔔 The Evolution From Growth Company To Business
Great business you have there, does it actually make any money?
13 September 2022
🔔 Housing: The Big Short Rerun?
It's not 2008 all over again. Some housing pain is assured, but there's a lot that's different this time...
09 September 2022
🔔 Business Moats: Can't Touch This
Every company wants a deep, wide moat. Something that protects the company from invaders barrelling in and stealing the loot. But not all moats are created equal