top of page
Search
![](https://static.wixstatic.com/media/f50d26_6d92c061ac574addafe9b35de192ac3f~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_6d92c061ac574addafe9b35de192ac3f~mv2.webp)
![A Tale of Two Speeches](https://static.wixstatic.com/media/f50d26_6d92c061ac574addafe9b35de192ac3f~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/f50d26_6d92c061ac574addafe9b35de192ac3f~mv2.webp)
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.
![](https://static.wixstatic.com/media/3206646ceb6b41fa90c3f63279531957.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/3206646ceb6b41fa90c3f63279531957.webp)
![Nine Month Delivery](https://static.wixstatic.com/media/3206646ceb6b41fa90c3f63279531957.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/3206646ceb6b41fa90c3f63279531957.webp)
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.
![](https://static.wixstatic.com/media/f50d26_feb1d79879eb49e0a3e3fa134e967f05~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_feb1d79879eb49e0a3e3fa134e967f05~mv2.webp)
![The China Syndrome](https://static.wixstatic.com/media/f50d26_feb1d79879eb49e0a3e3fa134e967f05~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/f50d26_feb1d79879eb49e0a3e3fa134e967f05~mv2.webp)
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.
![](https://static.wixstatic.com/media/f50d26_b4818a9ea27f419ea4629eccb562fa9e~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/f50d26_b4818a9ea27f419ea4629eccb562fa9e~mv2.webp)
![Win a Snort of Glen Scotia!](https://static.wixstatic.com/media/f50d26_b4818a9ea27f419ea4629eccb562fa9e~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/f50d26_b4818a9ea27f419ea4629eccb562fa9e~mv2.webp)
Feb 10, 20232 min read
Win a Snort of Glen Scotia!
Win a free snort of Glen Scotia - from Campbelltown - the forgotten capital of Scotch whisky. Or get stuck with the tab.
![](https://static.wixstatic.com/media/f50d26_a113ed713b3848b8a98cdad424008d4a~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/f50d26_a113ed713b3848b8a98cdad424008d4a~mv2.webp)
![Hot Air](https://static.wixstatic.com/media/f50d26_a113ed713b3848b8a98cdad424008d4a~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/f50d26_a113ed713b3848b8a98cdad424008d4a~mv2.webp)
Feb 7, 20234 min read
Hot Air
That Chinese Spy Balloon is just a party favor - but when tensions are tight, the first thing that snaps is the benefit of doubt.
![](https://static.wixstatic.com/media/d9e317c7871a4d5fbccc325a7c09cdb4.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/d9e317c7871a4d5fbccc325a7c09cdb4.webp)
![An Inquiry into What in the Hell We Plan to do About Our Maxxed-out Uncle Sam](https://static.wixstatic.com/media/d9e317c7871a4d5fbccc325a7c09cdb4.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/d9e317c7871a4d5fbccc325a7c09cdb4.webp)
Jan 25, 20237 min read
An Inquiry into What in the Hell We Plan to do About Our Maxxed-out Uncle Sam
The Government has maxed-out its credit, but won't stop spending. Default looms and zaniness ensues.
![](https://static.wixstatic.com/media/f50d26_8acedaef72814a3192cca92d0a08ef81~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/f50d26_8acedaef72814a3192cca92d0a08ef81~mv2.webp)
![What to Drink While Making Yourself Obvious in Switzerland.](https://static.wixstatic.com/media/f50d26_8acedaef72814a3192cca92d0a08ef81~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/f50d26_8acedaef72814a3192cca92d0a08ef81~mv2.webp)
Jan 20, 20232 min read
What to Drink While Making Yourself Obvious in Switzerland.
Attending the World Economic Forum? Ski trip with fraternity brothers? Break out the kümmel. Aston Martin if you have one.
![](https://static.wixstatic.com/media/f50d26_12e8c4355e074ab2b0337be4395910c0~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/f50d26_12e8c4355e074ab2b0337be4395910c0~mv2.webp)
![Davos Attendees Split on Economic Outlook, Sno-Bunnies.](https://static.wixstatic.com/media/f50d26_12e8c4355e074ab2b0337be4395910c0~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/f50d26_12e8c4355e074ab2b0337be4395910c0~mv2.webp)
Jan 19, 20233 min read
Davos Attendees Split on Economic Outlook, Sno-Bunnies.
Dispatch from the bar at the World Economic Forum in Davos: The end ins't ending, just confused.
![](https://static.wixstatic.com/media/34aef00a568e4c7db32033c39660ed8d.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/34aef00a568e4c7db32033c39660ed8d.webp)
![Bond Jollies Will Carry On](https://static.wixstatic.com/media/34aef00a568e4c7db32033c39660ed8d.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/34aef00a568e4c7db32033c39660ed8d.webp)
Jan 17, 20233 min read
Bond Jollies Will Carry On
Bond Markets have come off their worst year since ever. The market is looking up, but don't expect a reset to boring. The jollies continue..
bottom of page