I’ve not been posting my Substacks regularly here, so this is a catch up.
- Criticising the Israeli government is not usually antisemitic. 28 September 2025. I reacted to an infographic trying to suggest that pretty much all criticism of Israel was just that.
- The eclipse of Britain’s major parties. 27 October 2025. I look into the remarkable collapse of Labour and the Conservatives, following the Caerphilly by election. Unfortunately none of the many competing parties are yet ready to promote a tough economic message.
- What is behind the world financial bubble? 11 November 2025. In today’s post I suggest that the high valuation of shares, Bitcoin, gold and even government bonds is a sign of excess liquidity – i.e. loose monetary conditions. It may not end until these loose conditions tighten – which could take some time. And then what?