
My personal Substack
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||

Inevitably Sir Kier Starmer has resigned, swamped by calls from all sides. He was a good Prime Minister, as the person most qualified and temperamentally suitable for two decades.
He gave Labour a huge majority in Parliament, something no...
Sell on the sound of trumpets!!
Most of this news is in the markets… Markets will think the Iran spat is over and can get back to biz. They are likely to jump on Monday then fall back as the trending narratives hold sway.
These trending...
(Financial Times)
This is the first OPEXIT.
Possibly one of several as the world of oil changes but Saudi will still be a major swing producer, even as the U.S. supply becomes more influential in the sector.
The world of oil is changin...
The Iran War hasn’t yet shown up in economic data so announcements this week may give us a guide as to how markets might be affected. Asia is the home of larger markets and is hardest hit, so it is a leading indicator. The impact will not b...
The rest of us thought that this was a no-brainer from day one. The lack of a strategy on the Straits exposes the power of groupthink in the American hierarchy - as the rest of us spotted the problem before the “incursion” started. (It may...
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The writers behind this newsletter.
Financial Economist, Geopolitical and geoeconomic commentator, Investment / hedge fund manager (40 yrs), Chartered Engineer, veteran Financial Expert Witness, Fellow of the Academy of Experts. First Flash => first narrative on the news... here: now.
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