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Revolut - how safe is your money?
A few weeks ago, an Irish friend of mine was contacted by the Irish Postal service. A package had arrived for her from abroad, but there were a coupl…
3 years, 1 month ago
The Great Decline: Where Is This All Going?
Something is very wrong with my country. Something big and something bad.
We can all feel it, though we might not agree on what is actually wrong.
Th…
3 years, 1 month ago
Never mind the vaccines - what about the vaccine stocks?
There has been a discernible change in the narrative over the past few weeks regarding Covid-19 vaccines.
From the Andrew Bridgen affair and questio…
3 years, 1 month ago
The terrifying statistic about UK resource security that should put the wind up every strategist
There are just three ways, I once heard someone say, to create real wealth:
* You make stuff
* You mine stuff
* You grow stuff
Everything else is just re…
3 years, 1 month ago
Gold to $5,000? I like the sound of that!
Gold had an epic bull market in the noughties - I still remember the key numbers like it was yesterday.
There was the low in 1999 at $250/oz, marked f…
3 years, 2 months ago
It's New Year Predictions Time
It’s that time of year once again when I get out my crystal ball and tell you exactly what is going to happen in this the Year of our Lord 2023 (here…
3 years, 2 months ago
Revisiting my 2022 predictions
Later this week I’ll be posting my predictions for 2023, but first we revisit my predictions for 2022 to see how I got on.
This is more an exercise in…
3 years, 2 months ago
The South Africanisation of Everything
This is a podcast recorded with director Alex McCarron, following a comment he made to me in the pub the other day, when I asked “Where is this all g…
3 years, 2 months ago
ChatGPT: the “scary good” tech that is changing the world
I’ve been playing with a new technology this week, which, I think, is as potentially transformative as Google’s search engine, Facebook’s network or …
3 years, 2 months ago
What does the next decade have in store?
I stumbled across a Gavekal Research Daily Comment over the weekend with a really interesting table that I thought we could discuss today.
Gavekal Res…
3 years, 2 months ago