The huge economic harm caused by Covid-19 is seen and experienced clearly and directly on a daily basis. Less obvious is the damage wrought in every welfare-driven democracy whose government finds itself in the dual-role [more…]
China is one single indivisible territory containing one single indivisible people. It is the most populous nation on earth, the world’s second-biggest economy and has a longer continuous history than any other country – three [more…]
Dear Chancellor, Fiscal Discipline The government reaction to the Coronavirus pandemic hypothesis has bordered on hysterical, but we are where we are & the unprecedented national debt is estimated at over two & one half [more…]
Leading on from Part 1………. In the meantime, perhaps we should take the proposals of The Great Reset one by one and examine them in both pragmatic and ethical terms…….. No. 1 – Thanks to [more…]
The Covid panic/lockdown disaster has confronted many businesses and other organisations throughout the UK with an existential challenge. A long dark winter of spreading and harsher lockdowns is crushing large numbers already and others will [more…]
Things don’t just “happen”. Everything in the passing parade of phenomena is the result of something that preceded it: this is the world of cause and effect. Those appointed to hold the levers of power [more…]
The implications of the upcoming US election are obviously very important not just for American citizens, investors and ordinary savers, but for the rest of the world too. Economic, fiscal and monetary developments and trends [more…]
Interview with Robert Mark Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade? How can one still identify value [more…]
Interview with Robert Mark As we move deeper and deeper into this covid crisis, more and more people understand that there’s a lot more to fear besides the disease itself. As the economic impact and [more…]
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