Interesting set of headers. My explanation for the relative investment underperformance in the period 2008 to 2016 is that it coincides with the Great Financial Crash, the worse recession since WW2, … (View Post)

Scotland independence referendum (View Post)

Broadly disagree with this assessment. 1. Sceptical of CCS but to be clear it was a Sunak project, not a Miliband one, which he could cancel if he wants to. 2. Hinckley C is a disaster, but an inheri… (View Post)

Also thanks to the previous government's Net Zero policy (ably pursued by Ed Miliband), electricity production in the UK is relatively protected from the Hormuz blockades. (View Post)

"There's no rush" The world doesn't actually need oil, gas, fertiliser, food etc https://www.bbc.co.uk/news/live/c0mjev4kn9jt?post=asset%3A24417ac3-19e7-4b3c-8ae6-87f9e619f03e#post (View Post)