
Financial Commentary for Smart People
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 207 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||

Compare and contrast the USA and Britain. The new country and the old. Our problems are not in our inventiveness, our skills or our people, but in how our societies work. We suffer from Politics that don’t govern, Businesses that don’t shar...
The UK’s long-delayed Defence Investment Plan was a final humiliation for Sir Keir Starmer as he struggled to gloss over the gaping defence funding gap. But it’s not how much is spent, but what it is spent on that matters. The frenetic pace...
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2026 has been an interesting year thus far. A number of themes including AI, Geopolitics, Debt and Innovation have driven the flow of markets, which have very high upside expectations and few worries about downside ris...
Andy Burnham, the UK Premier in waiting, has laid out his vision and plan for the UK. It didn’t scare the horses and contains some interesting ideas. What it didn’t answer about some of the big issues and “courageous” spending decisions is...
Apology to all SubStack readers: sorry, for some reason beknown only to the malicious gods of Tech, it would appear I’ve been posting my Substack to the wrong account for over a month now! If you’ve missed the Porridge, send me an email and...
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The writers behind this newsletter.
Strategist & Capital Markets
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