14 August 2025

UK Trading in 2025: Adapt or Get Left Behind

A trader in 2020 could have made a killing riding the wave of meme stocks. The market was buzzing with retail enthusiasm, social media hype, and stimulus-fuelled volatility. But by 2023, the magic had faded, and the same buy-and-hold approach that worked in the chaos now delivered nothing but flat returns.

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06 August 2025

European Banks: From Crisis Survivors to Market Leaders

European bank shares have hit their highest levels since 2008 - a milestone that reflects more than just a recovery. This surge signals a transformation in one of the continent’s most beleaguered sectors, reshaping the narrative from post-crisis fragility to renewed resilience.

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30 July 2025

The 18-Year Investment Cycle: Are We Approaching the Next Shock?

In the vast, noisy world of market predictions, few frameworks have persisted as stubbornly - and as eerily accurately - as the 18-year investment cycle. It’s a rhythm of boom and bust that has shaped global economies for more than a century, linking land values, credit expansion, and investor psychology into a pattern that often culminates in crisis.

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24 July 2025

Unleashing Animal Spirits or Lighting the Fuse?

When UK Chancellor Rachel Reeves declared regulation a “boot on the neck of businesses” at the Mansion House dinner, she wasn’t just addressing City elites - she was firing the starting gun on a new era of economic risk-taking. Her sweeping pledge to roll back financial red tape wasn’t just a policy shift; it was a commitment to reform. It was an ideological pivot, aligning Britain with a broader global trend: the return of animal spirits.

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16 July 2025

The Wealth Tax Debate: Britain’s High-Wire Act Between Fairness and Flight

The prospect of a UK wealth tax has once again ignited debate across boardrooms, investment houses, and political circles. In a country grappling with fiscal gaps and social priorities, the idea sounds seductively simple: tap into the wealth of millionaires and billionaires to fund public services and bridge social divides.

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09 July 2025

The Brutality of Markets: Tears, Weakness, and the Price of Blind Spots.

Politics can be bruising, but that's nothing compared to financial markets, which are downright merciless. Last week’s tears from UK Chancellor Rachel Reeves provided a rare human moment in Westminster. But to the markets, her visible emotion in the House of Commons wasn’t a sign of humanity; it was a flashing neon sign of potential weakness.

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