Why I’m having second thoughts about inflation and bonds

If we go back to a world where central banks and governments are unable to engineer inflation then the investment landscape looks radically different.

It took inflation at 3,700% to stop the bloodsuckers on the Pampas

The leech doesn’t stop sucking just because the host joins a health club; it only stops when it has to stop... after the host dies. That’s when you get a New Era.

What phoenix out of net zero’s sorry ashes?

Was net zero just another government programme? Destined to be abandoned and forgotten long before it could even fail. History is littered with examples…