HyperNormalTimes

Written by our Director of Equity Advisory, Jeremy McKeown, the HyperNormalTimes provides in-depth and considered long-term commentary on major macroeconomic and market-shaping themes.

    20/11/2023

    Governance & Chainsaws

    Milei has said, "The central bank is a scam, a mechanism by which politicians cheat the good people […]

    12/11/2023

    The Exorbitant Cost of Cheap Wind Power

    Politicians remain susceptible to the myth that building more offshore wind will produce cheap energ […]

    05/11/2023

    Are we there yet?

    The UK is primed for more than its fair share [of investment flows], as defined by its measly 4% MSC […]

    29/10/2023

    Money Delusions & Crowding Out

    Successive politicians have kicked so many cans down the road we have reached the point where we get […]

    16/10/2023

    The Case for Occupying Mars

    A Starlink-powered direct-to-device satellite phone might be the first, but it won't be the last of […]

    08/10/2023

    Brace!

    The truth is the Fed and the BoE want you to lose your job to achieve their objective. And until the […]

    25/09/2023

    Higher For Longer – Oil & Rates

    We will have to endure structurally higher inflation and interest rates for several years. Combined […]

    17/09/2023

    Former Sick Man of Europe Gets Shot in the Arm

    the UK's higher GDP number will feed through into quantitative screening models of global asset allo […]

    30/08/2023

    What Worries Central Bankers

    Jackson Hole's primary purpose is for central bankers to share ideas from within the rarefied academ […]

    20/08/2023

    The Space Race Moved South of Richmond

    To the North, most of the Cathedral's attention is on what Musk is doing to their favourite social […]

    12/08/2023

    The Turning ESG Tide

    The future of ESG is changing, but key questions remain. Is the era of sustainable, socially respons […]

    31/07/2023

    Mindsets & Narratives

    We must look into ourselves to understand who we are and what type of investor we want to be as we t […]

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Opinions contained in this communication represent those of PERL and/or our affiliates at the time of publication and PERL does not undertake to provide updates to any opinions or views expressed. PERL does not hold any positions in the securities mentioned in this communication, however, PERL’s directors, officers, employees, contractors and affiliates may hold a position,  and/or may perform services or solicit business from, any of the companies or related securities mentioned.

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