You might think that British tech investors have little to learn from Alice Springs, Australia. And you’d be right. But sometimes that little bit you can learn is still worth learning. So let’s dig in… On the 13 October, the…
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Pension doom predicts tech boom
Today’s Exponential Investor predicts a boom in certain tech stocks. Based on the doom set to befall the companies they’ll disrupt. And that doom is pensions. The underlying idea is very simple, but I haven’t figured out a snazzy name…
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The Chinese choose jobs. The West chooses the environment.
News from the Green Bubble – Grubble – is coming in thick and fast now. But I’m not quite sure what to make of it. The Extinction Rebellion protestors reportedly dressed up as bees and glued themselves to the Liberal…
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Eoin gets triggered by financial markets
Traders like to pretend they’re machines. That they stick to their trading rules and signals. But, that’s not what I’ve observed in practice. Which might explain where so many traders go wrong. They don’t stick to their own rules. They’re…
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Your Japanese analysts arrive tomorrow
Before moving to the UK a year ago, I lived in Japan for six months, Australia for about a year and Thailand for seven months. In the three months before Thailand I visited about 30 different countries in Europe as…
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Sell the NHS. Nationalise the Royal Mail. None of it matters.
I’m a free market sort of guy. But I don’t mind a bit of nationalisation and I’m not in favour of privatisation. The reason is simple. It doesn’t really matter. What matters is competition. And not in the sense of…
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The tide turns on the Grubble (without producing any tidal power)
Reuters had me coughing up coffee this morning with this story: New clean energy investment slid by more than a fifth in developing countries last year due to a slowdown in China, while the amount of coal-fired power generation jumped…
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How to win the tech wars
A lot of people fear new technology, deeply. They fear for their jobs, their privacy, their security and the sociability of their screen addicted children. This emotion can seriously disrupt the rollout of new tech. The luddites are the textbook…
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An exploding rocket and impact-proof windows that break on impact
Steam engines had a habit of exploding. A few hydrogen plant explosions have rocked the rollout of that ultra-green power source too. Not to mention nuclear power debacles. My dad invested in a company that sold “unbreakable wine glasses”. During…
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Tech is the simple reason Britain will leave Europe behind
This is the next tech revolution. And it’s time to invest. But where will it leave Britain? That’s what I want to get into today. Unfortunately, we begin with a brief reminder about macro-economics. Brief, I promise. GDP can grow…