Are you sure? (View Post)

As this weeks Trump climbdown ripples through the markets it will be interesting to see what happens to Japanese bond yields. A couple of days back they were looking as if they might cascade through … (View Post)

A really interesting analysis of Carney's speech and on how the hubris of Realpolitik ends: https://hegemon.substack.com/p/the-strong-will-suffer-what-they (View Post)

More likely banning advertising would just mean more undeclared advertising by "influencers". Its better that the adverts are visible ratather than unlabelled. (View Post)

There's deal making and deal making. The key issue in assessing whether a Deal is a good Deal is whether it is a one off or part of a series. So a one off deal (such as a real estate deal) can b… (View Post)