HyperNormalTimes & In The Company of Mavericks

HyperNormalTimes & In The Company of Mavericks

Home
Notes
Archive
About

Sitemap - 2025 - HyperNormalTimes & In The Company of Mavericks

Q2 - Trump Triumphs & Starmer Stutters

Shifty Vibes & Paradigms

Why Aren't There More Boutique Fund Managers?

Vital Signs

Attractively Scarce

The Hard Lessons of Soft Policy

Elon Musk - the world's biggest gold salesman

Energy, Populism & War with Doomberg

The Mansion House Accord - be careful what you wish for

Recovering equities and yippy bonds, can it last?

What losing control of the bond market looks like

Bitcoin is Inevitable - What's The Problem? with Joe Bryan

Follow Mrs Wantanabe to the Escape Valve

Uncertainty, Risk & Resilience

Uncertainty, Volatility & Risk with David Dredge of Convex Strategies

Investing in the Founder Effect

Rational Accounting Man & Yield Curve Distortion

Value Investing in a Changing World with Sean Peche of The Ranmore Global Equity Fund

Bessent Grabs the Wheel of the Clown Car

Trade War? It's a Capital War

Thoughts on Liberation Day & its Consequences

Q1 2025 - The Great Rotation

Trade Related Uncertainty & US Capital Flight

Willing & Able?

What did Trump put in Starmer's tea?

Plus ca Change ...

This is going to be great television

The New Mercantilism

Is Keir Starmer Europe's Trump Whisperer?

Who's Your Daddy, Sir Keir?

How Do I Know?

What Price American Exceptionalism?

Are we already on the wrong end of "The Art of The Deal"?

Extinction Trade Offers Risk Asymmetry for UK Stock Pickers

© 2025 Jeremy McKeown
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share