A wise man once said that everything made sense when viewed through either the movies of the Godfather or the rules of English Cricket.

The Hemmingway quote about the two ways to go bankrupt; “first slowly, then all at once” springs to mind when looking at the situation in Ukraine.

Right now, with Western Media relentlessly beating the war drum on Ukraine, we feel it worth considering Cui Bono? over any invasion. The conclusion? The only winner would be the US – which is probably why they are talking so much about it.

As previously noted, my previous role was at a large, French, company and to say the least I was not encouraged to say anything good about Brexit...

Two of the main drivers to low inflation over the last decade – cheap exports from China and low energy prices from Russia – are both disappearing, meaning at the very least a reset higher in the overall price level.