Economics and Finance
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Latest Publications
China Today – The Economics and Geopolitics of the New National Socialists
Reading Time: 19 minutes How does the CCP treat its citizens and the neighbouring areas? Is the “economic miracle” really a miracle? These are some of the questions that this essay will seek to answer…
Exergy: the key to understanding this energy crisis (and those that will follow)
Reading Time: 4 minutes Exergy is the key concept for understanding the current energy crisis and the ones that will follow. However, the mainstream analysis does not account for this important concept which…
Inflation: a simple concept with complex causes
Reading Time: 10 minutes In this essay, we will look at the complex underlying forces of inflation. The analysis focuses on Psychological factors and Non-Psychological factors (Monetary and Non-Monetary)…
Evergrande is only a small drop in an ocean of Chinese debt
Reading Time: 6 minutes Evergrande’s liquidity problems are a symptom of a much bigger issue that China is facing: how to deal with its high level of debt without causing too much disruption to its economy or financial markets…
Falling productivity & Labour Alienation
Reading Time: 4 minutes A short blog offering an alternative view of why labour productivity has been declining – it argues that the alienation of labour from its work creates mental distress which leads to people not wanting to improve.
10 Free Blogs, Newsletters and Podcasts for Investors
Reading Time: 6 minutes Ten of the best free blogs, newsletters and podcasts for investors that can help with research of current and future opportunities.
Rethinking investment return
Reading Time: 12 minutes The notion of investment return, quantifiable and financial, is in dire need for reform. It has become too rigid…
Money: the real economy and the financial economy
Reading Time: 16 minutes Money is the nervous system of the world’s socio-economic order. But there are money for the real economy and then money for the financial economy. This paper aims to raise awareness of this fact…
On trust, money and the individual
Reading Time: 9 minutes “Trust is a fundamental element of social capital – a key contributor to sustaining well-being outcomes, including economic development.”
Economic growth is not economic development
Reading Time: 6 minutes In this essay, I explore the differences between economic growth and economic development. Focusing on development rather than growth is better over the long-term.
The limits of monetary policy
Reading Time: 12 minutes The key forces that will put a limit on just how accomodative monetary policy can go (and for how long) are a) inflation and b) a reversal of the pro-corporate tailwinds…
The key to reviving productivity, part II
Reading Time: 10 minutes In part I, we looked at the role of innovation in driving economic productivity. This essay is a continuation of that discussion. It assesses the socio-economic elements that can block innovation.
The key to reviving productivity, part I
Reading Time: 15 minutes Productivity is the most important long-term driver of economic prosperity. However, for the past several decades, it has been declining across the world…
Energy, Productivity and Debt
Reading Time: 15 minutes “The determinants of economic health are timeless and universal” – Ray Dalio, How the Economic Machine Works
The Wealth Illusion
Reading Time: 17 minutes Decades of unproductive monetary [and fiscal] policies have encouraged tremendous misallocation of capital, as evidenced by an estimated underinvestment gap of c.$400trn in the past half century.
