Market Thinking

making sense of the narrative

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Month: July 2021

The non-Zero risks of Zero Risk policies

The Short Term Uncertainties for markets remain about Covid, sometimes, as this week, a ‘panic’ about the virus itself, but mainly about the economy-damaging Zero Covid policies being pursued in ‘the Rest of the West’ (i.e Europe, UK, Canada, Australia Read more…


Robots and Co-Bots

Having slipped slightly out of synch due to holidsays etc, the latest Market Thinker post is up at CitiWire. In it I look at the ‘early’ theme of robotics and automation, noting how it is shifting from hardware to software Read more…


Life in the fast (Zil) Lane

The enduring image for many of the hypocrisy of the ruling elite in the Soviet Union was the Zil lane – the fact that Politburo members were whisked in Zil limousines past the ‘peasants’ stuck in the very traffic jams Read more…


A small prediction

Or two. First, that the Medical Industrial Complex is going to push its agenda to the maximum in the U.K. ahead of the much delayed ‘dropping of restrictions’ on Monday. Second that the opinion polls will be wrong. Again.The propaganda Read more…


Market Thinking July

The fundamentals remain intact; the Covid-Policy Induced Economic shutdown is clearly behind us, with Asia (ex Hong Kong) and the US leading the return to normality while Europe and the UK still lag. Temporary demand supply/imbalances are spiking commodity prices Read more…


Logic’s Coming Home

The last year has seen an extra-ordinary suspension of logic in a lot of policy announcements, with Governments seemingly requiring positive proof from those opposing their Covid restrictions that their (often random) policies don’t work, rather than the Government having Read more…