2026: Hopefully the Year Bullshit Dies!

Ho-ho-bloody-ho! That’s another Christmas behind me. I’m no Grinch – I love Christmas with the family – but like markets, it’s exhausting if you’re actually doing your bit. This year I shared it with both my own family and my in-laws, and it went extremely well. Still, anyone claiming Christmas isn’t stressful clearly isn’t pulling their weight.

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Fear and Loathing in the UK

Here I am, in a country where there are more pricks in its government than you would find on the average rose bush, a country where the main topic of conversation outside of politics revolves around…

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What Price Peace?

Make no mistake – peace is a result in itself. But what might that mean for the markets and the global economy in general? Oil below $50? Gold correcting toward $3,000? Bitcoin breaking to new highs?
If this peace is real and durable, these are the kinds of numbers I’d expect markets to start gravitating toward.

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