The choice for a private investor of when to make strategic comprehensive purchases, sales or changes in operations and remain as rational and unemotionally biased as possible whilst doing so takes concerted effort and diligence. So far in 2026 events are proving their case over multiple points and a view formed in early March, post- […]
The Markets, Middle East, and Me Read More »
My blog last week asked “What reasons could lie behind people becoming discontented with the UK and to seek the hope of a better life elsewhere?” (read full blog). This week we look at whether there’s justification for this discontetment. Ideology transmutes into government policy when expressed through functioning democratic institutions, like parliament or municipal
Is the Grass Really Greener Elsewhere? Continued Read More »
Is the Grass Really Greener Elsewhere? From July to October 2025, the Bank of England and the Office of Budget Responsibility gave gloomy reports on the state of the UK economy. They reported business confidence had diminished, with new investment faltering, and a slowing job market. These were in tandem with doubts over government promises
The UK: Trouble Ahead Time to Go Read More »
Liberation day arrived for the US economy on the 2nd of April 2025 proclaimed US President Trump from his Rose Garden address at the White House. When his administration applied reciprocal tariffs on multiple trading partners. Tariffs were always a key policy tool for his second term. However, commentors questioned what benefits would arise from
Trump Tariffs, AI Hype and Bond Market Realities Read More »
This part of the blog series on the political ascendancy of the professional and managerial classes (PMC) shall comment on the return of Donald Trump as 47th President of the USA and the reaction to the result, and future challenges ahead. Introduction It shall refer to the politically influential left leaning (or liberal in US
Worrying Times for the Old Global Order as Trump Returns? – Part 1 Read More »
In 2025 the UK Labour government, through their planning and infrastructure bill, wants to encourage investment in multiple asset classes as diverse as housebuilding and public sector projects such as schools, hospitals, and prisons along with increasing defence spending on number of military programmes. Whether shared-ownership homes, GP’s surgeries or submarines they all require co-operative
Farming, Building and Bombs: Challenges for 2025 and beyond Read More »
The summer months of 2024 have proved eventful with early general elections in the UK where the Labour party won a large majority on a third of the vote. In France too, a left-wing coalition gained seats in the Assembly Nationale over incumbent President Macron’s centrist UMP. Iran held a presidential election, after the untimely
Summertime Freneticism Read More »
The half-forgotten yet still familiar habits and customs that maintain a social-class system beyond its original state and why those habits and social customs provided people with a sense of belonging and common cause in the country and the social hierarchy where they live. A Brief History: Cultural sensibilities and affiliations arise and deepen through
So, Who Do you Think You Are? Read More »
The US economy continues to be in good health, by virtue of a growing GDP and buoyant consumer demand even after recent interest rate increases. The debate of when and how quickly the Federal Reserve will cut them continues. Its tricky dual mandate of maintaining inflation at circa two percent and full employment provides sufficient
A Tale of Two of Cities: The City of London’s and New York’s Financial Markets. Read More »
October 2023’s ‘Higher for Longer: A Cure and a Curse’ blog requires an update to how much longer will central bankers hold interest rates at their current levels before rate cutting begins- for instance, the European Central Bank is expected to start in June. Central Bankers and their economic advisors, along with media pundits, are
Higher for How Much Longer and Steady the Shipping? Read More »
