Returning to 'normal' is not an option. Companies are feeling the pain of extortionate costs while investment in port automation and tech is increasing dramatically.
This back to the '70s theme is doing the rounds again. There are some similarities, but we're not going back... Work From Home is here to stay, and low paid city jobs will suffer. The "profoundly positive" Merck Covid pill
Chamath & Cathie are selling, but for different reasons... The Big Green Government Nudge The Q3 story: "Demand is high, we're making more sales, but profits are down..."
Why it might not be the best time to become a landlord... Want to miss the wood for the trees? Start by blaming everything on Brexit.
Today's call focused on issues roiling markets, including supply chain pressures, energy markets, and a more depressed consumer (want to buy, can't buy).
One question to filter predictions about the future: What would it take for this to be true? Rolls Royce didn't go bust... it's going nuclear
Today we focused on hysteria and how it's usually a brilliant contrarian signal for traders. Also, the CCP are stepping in to land auctions, and regional governments want pre-sale funds ring-fenced.
Every time I try to watch a YouTube video, I get asked that question 👆 Here's why you shouldn't be even a tiny bit concerned...
