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Apr 20, 20231 min read
Sláinte!
Slane Irish Whiskey is triple casked and triple distilled and no blarney.
Apr 18, 20233 min read
Why So Glum?
Why we so glum about our economic future? The danger isn’t so much the economy, but trying to fix it.
Apr 5, 20234 min read
A New Oil Block
The new deal between Saudi Arabia and Iran will bring stability to the region, but won't do long term energy security and prices any good.
Mar 31, 20232 min read
So, I made Limoncello
You bought the wife a sous-vide, then do something useful with it and make some limoncello.
Mar 23, 20232 min read
Guesswork, Almost.
Banking scares go both ways - as deposits and credit disappears. The panic was the sound of something breaking.
Mar 10, 20234 min read
The Drinking Man's Guide to the Rotten Economy
Recession? Probably. Play your cards right and you can still drink like your social betters.
Mar 1, 20233 min read
A Tale of Two Speeches
Last week Vladimir Putin made a rambling speech to Moscow, and Joe Biden made a short one to Kyiv. In war, though, talk is cheap.
Feb 15, 20233 min read
Nine Month Delivery
After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.
Feb 13, 20234 min read
The China Syndrome
China's reopening is winding up to be the economic story of the year - but it's only February and the red flags are fluttering.
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