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CAN WE DISINVEST IN MONEY?
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PARKING THE THESIS Foreword It’s been said that travelling hopefully is better than arriving, but there comes a point at which even the most sluggish and reluctant train pulls into the station.
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A CRISIS IN CONTEXT Foreword By definition, news has to be new, and there’s nothing novel now about salvoes being traded across the Persian Gulf, or parties to the conflict alternately blowing hot and cold about negotiations.
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ADVENTURES IN THERMO-ECONOMICS Foreword According to official data, British real GDP grew by about 250% between 1965 and 2025.
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HOW THE PHYSICAL DERAILS THE FINANCIAL Foreword Even if the flow of shipping through the Straits of Hormuz were to resume immediately – and there’s very little likelihood of that – more than enough damage has already been done to ensure that the economy w…
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STRESS & GRIEF AT THE END OF GROWTH Foreword Economic growth is generally understood as a process that delivers a material betterment of living standards over time.
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REFLECTIONS ON CRISIS & THE RISE OF AMATEURISM Foreword One of the first things that an investment analyst learns is that professional clients need more than simply your opinions or hunches.
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TRYING TO DODGE AN ENERGY BULLET Foreword For perfectly understandable reasons, many comparisons have been drawn between contemporary events in the Persian Gulf and the oil crises of the 1970s.
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SOME REALITIES BEHIND THE ONGOING CONFLICT Foreword We may not yet know how and when the war in Iran will end, but we can already perceive how it will be spun in retrospect.
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A SYNOPSIS Foreword For some time now I’ve been minded to post something about “the end of growth” at LinkedIn.