The case for trade, remade
There are good reasons to believe it is likely to follow the rewiring of global finance earlier this century
Related reading
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
In trade’s ‘law of the jungle’, the winners are clear
It is China and the US that prosper when power sets the terms for global commerce
Short rates have overshot
Plus the social media lawsuits
We should make insider trading a thing of the past
Laws don’t work — transparency and technology are the answer
Don’t be fooled — everything has changed for the global economy
Damage caused by US tariffs has so far been muted but that won’t last
Only two events have mattered in my 30 years of investing
Markets have shrugged off everything from geopolitics to financial crises