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Navigator (The Replacement of Oddbins)
Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be…
The McKinley Factor
Investment Conclusion. Exceptionalism is not just about benefits but costs. The economic policies and geopolitical disruption of the second Trump Presidency are certainly exceptional but will incur more economic costs than benefits. These costs will be spread about the worl…
Creditless Bubbles And Logical Fallacies
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
New Monetarism and the currency accelerator
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
US Chicken and egg of recession and inflation
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Asset Allocation The Long Slow Grinddown
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Other Worlds
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
The Year of the Dog and its Bedside Reading
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Indonesia - The eye, not the end, of the storm
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.