Thoughts – Insights

"BoJo A Go-Go"

++ Momentum is all that matters in politics. And the momentum now is that Boris must go. The narrative has taken on a life of its own. The No Confidence Vote is coming. His replacement and their policies will be unclear as the victor attempts to unite their party, their members and the country. ++ …

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"The Year That Will Be" - 2022

What’s worrying you this year? How many hikes will we get from the Fed? How long can growth outperform value? When will the next Covid variant hit the economy? When will the bitcoin bubble burst? When will we see tax hikes? Just how bad will inflation be? These are all lovely questions. Unfortunately they’re all…

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"The Week That Will Be (" - 9th January 2022)

1. The Fed and Inflation The US inflation print on Wednesday is only relevant in the context of what we hear from Powell and Brainard in their confirmation testimonies on Tuesday and Thursday respectively. And they will be hawkish. Inflation is a problem for the Democrats in this mid-term election year, hence it’s a problem for the Biden-nominated leadership of the…

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"The North Shropshire Nightmare Before Christmas"

The ‘cry of pain’ from MPs in Tuesday’s rebellion has built up into a howl of voter protest. The North Shropshire result contains no crumb of comfort for Boris. He cannot blame: Turnout: It was decent at 46% – the by-election average since Thatcher came to power has been 51% Brexit: A Remainer Lib Dem…

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"North Shropshire By-Election"

++ The Conservatives will hold North Shropshire but with a much reduced majority, confirming the collapse of the coalition of Brexit voters that gave Boris so much power ++ North Shropshire has been a safe Conservative seat Never out of Tory hands since its creation in 1983 76th safest out of the 361 currently held…

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