The commodity price boom and house-price explosion aren’t good news

Investors love rising prices. They make us (feel) wealthier and they (can) point to a bright future. However, today I want to explore some exceptions…

Duck now to avoid the Russian sanctions boomerang

No doubt the world’s movers and shakers are very surprised by what their Russian sanctions have triggered so far – an energy crisis, a food…

Will uranium or shorter showers save us from Putin?

The tide is turning on net zero, inflation and nuclear power. But what are the political and financial implications, if some of our firmest beliefs…