Perspectives on Inflation – Geopolitics & Technology

Perspectives on Inflation – Geopolitics & Technology

The Bear Market Rally, Fed Pause Button & Energy Bubble

Intel, China & Chips

OMG, We’ve Broken the Economy, but it might be OK.

Rise and Fall of the Rule Breakers

Energy Security & Human Rights

Recession & Breathe

The Greased Piglet Departs Survived by Brexit & Cakeism

Recession: baked-in but not inevitable

Some Macro Thoughts – All About Energy

ESG – Time for change in values-based investing