Topic of the Year: Inflation, A Generational Shift in Fund Flows, Looking Forward to the US Dollar and Oil, and a Little Lykeion Fun
Understanding geopolitics matters much more now than it mattered 30 years ago.
We go beyond the headlines and highlight the good and bad of COP26
Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals
We look back at what we've written over the past month.
We're not interested in buying the China Tech dip - there's plenty of opportunities elsewhere
Global per Capita Carbon Emissions and Why They Matter
Investing at new All-Time Highs has historically brought good results to investors
How can monetary policy help solve the problem of higher input prices? It can't
We look back at what we've written over the past month
Fertilizer Prices, Capital Goods Orders, Nuclear to the Rescue, Gilt's on the Move, Concentration of Media and Batteries