The Covid era allowed governments to paper over a long list of imminent crises. Extreme fiscal policy kept economies on life support. Extreme monetary policy…
An advertisement changed my life. While working as an investment strategist on Wall Street in 1993, I came across a similar position advertised in The…
Amidst all the political, economic and financial chaos engulfing us, there is cause for cautious optimism. Two causes, actually. Net zero is stumbling badly in…
All around the developed world, something unprecedented throughout history is happening. Thanks to demographic change, populations are beginning their long-term decline. This creates a set…
A few weeks ago, we discovered that our lockdowns were imposed without considering the economic trade-offs. Former Chancellor Rishi Sunak said it was “wrong to…
Back in 2018, I predicted a meltdown in the stockmarket over Italian elections. I called the prediction Bloody October. And the selloff which began in…