I am starting to think the sensible place to invest now is looking like anywhere but the US. All this uncertainty creates a very unstable marketplace. In the meantime, while other global economies ar… (View Post)

It’s very difficult to stop them going ahead, for various reasons, given how embedded and dispersed the election apparatus is in each state. And the fact the constitution mandates it on a very fixed … (View Post)

I would say that the period from 1989 to around 2008 and the GFC will be looked back at as a golden age. You could perhaps extend it out as far as circa 2012-2014 but your mileage would likely vary o… (View Post)

That was exactly what we needed from Macron tonight. With he and Merz at the reins, and hopefully Starmer quietly gravitating closer to Europe too, we might actually have a set of governments who are… (View Post)

Indeed. I am sure a lot of this is being said through gritted teeth, but fundamentally Starmer is playing the right game at the moment. The realities of government policy dictate it. But it would be … (View Post)