Kit Winder

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  • The economics of protesting

    Yesterday I wrote to you about Xinjiang, and the incredible things that are happening there. Mass confinement in re-education camps for over one million Uighur Muslims. Children separated from their parents. Total surveillance infrastructure in place to monitor ever word…

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  • Investors’ hopes in a trade deal are misplaced

    I’m with Boaz. The US/China fallout will not end with a trade deal. I think the US/China conversation is only just beginning. I’m going to look at two things, today and tomorrow, which highlight why the trade war is merely…

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  • Watch out for the Feds

    This week I finished watching season one of Top Boy, the Channel 4 and now Netflix drama. It’s only four episodes, but packs a hefty punch. One of its most powerful images is of a couple of the main characters…

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  • The Case for People’s Quantitative Easing

    A friend recently recommended me a book. A must-read to understand the direction of economic sentiment in the US, apparently. It’s called The Case for People’s Quantitative Easing by Frances Coppola. She is not the director of Apocalypse Now, by…

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  • When Genius Failed

    This weekend I finished reading a great book. A friend recommended it a year or two ago, and I finally got round to it. When Genius Failed is its name. It reads a bit like Barbarians at the Gate, that…

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  • Two types of cuts

    Kit Winder here. Boaz is away and so I’ve come to write to you about a remarkable event last Sunday. Easy like Sunday mornin’ I woke up like any other Sunday, relatively early. But for me, this Sunday was a…

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  • The Solar Boom: Round 2

    Your usual author Boaz is still away, and so today I’ve got a special issue for you. Earlier this week, a major milestone was reached in Brazil, where a solar power project was auctioned off at the lowest price ever…

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  • The Big Freeze

    February 1814 was the last time London had an ice fair. The river Thames froze over, and a four day party ensued. There was ice skating, gin drinking, and even roasted oxen under Blackfriars Bridge. This may seem like a…

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  • People don’t crash the stockmarket, demographics do

    Today I want to look at an incredibly broad theme: demographics. I’ve heard a few people lately comparing our current situation in the West with Japan in the 1990s. Japan experienced a huge boom and bust, and deflation plagued it…

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  • The bull market built on air

    It’s Kit again. This week I’ve written to you a lot about volatility. There is one thing from Tuesday’s article that I want to tease out a bit further. Corporate share buybacks, and debt. Last year, corporate share buybacks rose…

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