
06/11/2022
Governance & Regime Change
Governance is defined by its method of regime change. Twitter employees who only show up in the offi […]


19/10/2022
Will the US Bond Market Break?
People worry about the riskiness of stocks, but bonds can be just as risky. Peter Lynch […]

12/10/2022
Abnormal Normalisation Obscures a Better Future
Interest rates are to asset prices like gravity is to the apple. When interest rates are low, there […]

03/10/2022
The UK Canary
Bond markets may yet force Powell's foot from our financial windpipe. And the mighty dollar is not s […]

02/10/2022
Bubbles – Bonds and The Baltic
The world is full of bubbles. Much focus this week has been on the Westminster political bubble. But […]

29/09/2022
The Dollar Wrecking Ball Decapitates Sterling
We didn't need to try and head it. Having warned about scary forward indicators for a while doesn […]

20/09/2022
Tightening Until Things Break
FedEx (FDX) missed revenue and earnings expectations for the most recent quarter and pulled guidance […]