Where finance and media intersect with reality.
A spotlight on strange petchem effects That Russian sanctions on the back of the Ukraine war are disrupting commodity markets is old news. We all
The cat’s out of the bag. I’ve been working on a new podcast format, and the FT’s Dan McCrum and Paul Murphy were kind enough
Economics, finance, markets etc… Palantir eyes the NHS. The new energy order. Hungary is applying fuel price controls to foreign registered vehicles. Electricty cuts hit
Thanks to all my subscribers for putting up with sporadic content the past week and a half. Having recently argued that Substack’s model is incredibly
The Stuart Kirk affair Available on Spotify. It’s now the world’s most watched PowerPoint presentation: the pitch by HSBC’s head of responsible investing to a conference
This is the first in a series of essays by Tim Ferguson, founder of the Anacyclosis Institute, arguing in favour of Rationism, a middle class-oriented
Why the Bahamian sand dollar is particularly well studied by central bankers.
A lot of people ask me why I never opted for Substack when choosing my independent path. I had my reasons. Now that it has
The Barber boom and bust Available on Spotify. Gripped by sluggish growth and low investment, the UK decides to solve its problems by embarking on
The local pub owner was telling my husband the other that he felt secure in the face of the inflation because he had pre-bought three
I’m working on a bigger story to do with US dollar intraday liquidity, but until that’s done I wanted to quickly flag something specific to
A moderate defence of Davos and a title that is clearly designed to shamelessly generate clicks.