Macro Discussion

Is being woke a disaster for business?   The question is whether being woke is a disaster or a benefit for business. One helpful metric might be to track the share performance of four companies

Have we reached some form of equilibrium in the markets when investors can pause for breath following a dreadful six months for investors? The markets managed to eke out a small rally on Friday despite

We are entering the first stages of stagflation where we suffer from lower growth and higher inflation. Stagflation or recession Neither are  good for either your wealth or your health. We are currently seeing slowing

What do we learn from having our own energy policy? Being reliant on other countries, some of whom are run by very bad dudes, is a self defeating policy for many industrialised democracies. America’s decline

The Fed’s reluctance to acknowledge the threat of inflation early enough has led them to ratchet up rates in an aggressive manner unseen for over thirty years. Their move to raise rates by 75 basis

 Ross Gerber seems to think that higher rates, higher inflation and higher pay will lead to higher growth for the US economy and for the country. Perhaps he’s been keeping company with Hunter Biden.

Does a bad bitcoin price equal a poor Nasdaq? Is there a tertiary link between the price of bitcoin and the performance of the Nasdaq Composite? I only ask the question as the six months

Have we seen the end of those Utopian days when every investor bought the dips, knowing their backs were always going to be covered by the Fed and other central bankers with the promise of

The Fed appears to be ready to raise the Fed Funds rate by 75 basis points this coming Wednesday if market rumours are to be believed. The question that has to be asked that if

It’s the three Rs, silly! What are investors really worried about? Yes, it’s the three Rs, and that’s not reading, writing and arithmetic. It’s Russia, recession and rates. Following a recent plethora of semi apocalyptical