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Investing

On investing in public markets, market outlooks, and investment philosophies.
Market outlooks and 2025-2026 forecasts

Market outlooks and 2025-2026 forecasts

The recent pass saw the Fed hiking rates post-pandemic. Mostly, in order to tame inflation. Growth has slowed in the years since the post-pandemic boom, especially by 2024. We are now in a state of slower growth and rates being held steady. We also face policy uncertainty as tariff rates
Attempted Thoughts 17 Aug 2025
Opportunities in Europe as it re-organises: America is actively withdrawing

Opportunities in Europe as it re-organises: America is actively withdrawing

I see that changes in the world order will lead to a re-organisation of the global financial system. I want to explore how I see Europe as a new rising centre for political institutions, and how that leads to greater opportunities for financial markets and public markets investing. I also
Attempted Thoughts 16 Aug 2025

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Analysis of the intersection between financial markets and political economy. Some philosophy included.
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Thanks for being here. I'm just trying to understand the world.