Lockdown and the Election

While Sunak plays politics with energy, investors make money regardless

Now do you believe me? Back in August, when I last wrote in these pages, I put forward the view that Rishi Sunak, heaven forbid,…

Will you obey when the AI tells you to?

Your life will be impacted by AI… for better or worse AI is just starting a multi-year, multi-decade boom We are in the midst of…

When will the China Bubble burst: part 3

Bubbles always last longer than you expect Warning signs are coming out of China The truth about my analysis of China’s bubble economy It’s time…

China’s boom was just another bubble: part 2

The three stages of the debt life cycle Interest eventually costs real money Where is China in the three stages of the debt life cycle?…