Market Thinking

making sense of the narrative

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Category: Climate Change

COPs and Robber Barons

As COP26 turns into a sort of Glastonbury for ESG funds, nobody seems to have noticed that all the big energy users have already committed to ‘new nuclear’ already and thus it is the collection of Robber Barons from Finance, Read more…


Changing Narratives..

Market Thinking is subtitled ‘making sense of the Narrative’ because markets are as much about the stories we tell ourselves as any of the so called fundamentals. Indeed, the fundamentals we focus on are always the ones that fit the Read more…


Tesla… S,3,X,Y Models and now a pickup and a semi

Forgive the rather obvious innuendo, but it was in fact intentional by Elon musk to label his cars this way. The point of the post is that as Tesla completes its line up, the cars are losing their competitive advantage, Read more…


Made in EU 2025?

As the US seems to be turning into late 1980s Japan, an Enterprise Owned State (EOS) becoming more isolationist as asset prices and the currency soar – and we all know how that ends – it strikes me that there Read more…