Tag Archives: Economics
War is destabilising world economics – how resilient is Britain?
This is me ripping the front page of the FT off this morning’s digital feed and sharing it with you, There are other stories behind those in the simple numbers of Britain and the USA markets, Korean markets were suspended … Continue reading
The West’s all in on artificial intelligence – it’s called “conviction economics”!
Kevin Warsh This article is from an email sent me by this man Since Trump’s announcement late last week that he would nominate Kevin Warsh to chair the Federal Reserve, the debate over Warsh’s qualifications has largely come down … Continue reading
Andrew Smithers on Tangible and Intangible assets
I have received this message together with a paper This recently published paper tests the validity of changes made in the calculation of US national accounts, most importantly BEA’s revisions No.s 11 and 14, and concludes that they were a mistake … Continue reading
Teaching those who don’t understand financial economics (Thurs 10th April)
The view of Edmund Truell at 8.43 yesterday evening, an evening the other side of Donald Trump’s withdrawal from more aggressive tariffs to most and an example setting tariff for China. Here is the circular shared on Linked in. Another … Continue reading
The Election; making difficult choices
This is a long post by an American economist called John Mauldin; I didn’t know him but I think I do now! Thanks to Per Andelius for this holiday reading. I have a letter halfway done on economic/investment themes, but … Continue reading
Too Expensive to Keep? Is it time to break our promises to the baby boomers?
In a stunning lecture delivered without notes to a “senior” audience at the Oxford and Cambridge Club last night, Paul Johnson helped us ask these questions of ourselves. For his audience was by and large – precisely the entitled class … Continue reading
“Pensions people can trust” – a proper kick in the nuts.
If we could only lift up our eyes from our spreadsheets and do some strategic thinking, we’d be grateful that Labour are trying to clean up our act. Continue reading
You can’t buy a sausage with a brick
Abe Bacchus, the guy who taught me to sell life insurance in 1984, used this great phrase when a prospect objected to creating a “capital reservoir” for the future. Of course a geared investment into bricks and mortar over the … Continue reading
Pension choices for smaller companies
Smaller companies– those with less than 50 employees are the beating heart of Britain’s economy. It is from among their number that the next Virgin or Tesco will come and though many of them will be toast in ten years … Continue reading
Yes – things are this bad in DC land!
We all know that equity markets have sent the value of our pension savings into free fall and some people understand that low prospective interest rates mean the amount of pension you can buy from your savings has fallen lower. But did … Continue reading