Market Thinking

making sense of the narrative


Month: November 2020

Will a Jedi Return?

Note, this is not intended as a judgement on the likely outcome of today’s US Election. Instead it is intended to raise some long term structural conflicts which exist, but are to some extent concealed behind our traditional left/right or Read more…

Inflation is about Balance sheets.

The following is based on an article submitted to the Australian Financial Review, hence the bias towards Australia and UK in the commentary. Their site is behind paywall and the following is also unedited (by them). We have long used Read more…