Risky Markets and Another PM
Trades in Soda and Whisky; After months of speculation, Sir Kier Starmer has resigned as the UK prime minister. It
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Market Madness
Trades in Whisky; SpaceX got off to a good start. On Friday, the shares floated at $135 and are trading
Could Inflation Exceed Napier’s 4%?
"The Anatomy of a Bear Market" showed that the stockmarket starts to wobble when inflation exceeds 4%.
Where There’s a Bubble, There’s an Anti-Bubble
For one group of stocks to surge exponentially, capital must come from elsewhere. This we call the anti-bubble.
The Might of the Indices
The AI boom is being sold to the market at sky-high prices, and the resulting concentration in market indices matches that of major historical bubbles.
Bonds and Politics
As inflationary pressures mount in this commodity bull market, bond yields keep making new highs, squeezing public budgets.