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25 July 2025
Upside down
25 July 2025
"So far we have only seen the first skirmishes, but we are about to witness an epic clash between governments and investors. The result will be huge volatility and potentially a full-scale crash.”
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19 July 2025
The trick that changed the world
19 July 2025
"..for any entity beyond maturity, further growth equates either to obesity, or cancer."
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12 July 2025
Winning the great game
12 July 2025
“The first principle is that you must not fool yourself – and you are the easiest person to fool.”
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5 July 2025
One flew over the cuckoo’s nest
5 July 2025
“..any such shifts will ultimately have to be stopped, with savers penned into the killing zone of local currency assets and, in particular, in fixed-interest securities."
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