Boaz Shoshan

Some of you may remember today’s letter, which I first wrote back in April. I’m re-publishing it today as I’m currently working on a related little side project which needs a bit more polish. While April feels like an awfully…

We continue with the second half of our short report on the return of inflation. If you haven’t read part I yet, you can find it on the website here. Tomorrow, you’ll be hearing from a new member of the…

I’ll be away from Capital & Conflict for the next few of days – I’m currently working on an exciting side project behind the scenes that needs a bit more polish before I can share it with you. I’ll be…

THE ARTISAN, STAFFORDSHIRE – “Children have one kind of silliness, as you know, and grown-ups have another kind” – C.S. Lewis May I present, dear reader, the other kind: Italian government borrowing costs back below zero, and heading lower In…

THE ARTISAN, STAFFORDSHIRE – Almost a fifth of all the US dollars in existence were created this year. Quite an achievement, that. Considering the world’s dependency on greenbacks to do business – using pictures of Benjamin Franklin to do all…

THE NAVIGATION INN, STAFFORDSHIRE – “No interest? No problem!” So cry investors as the Italian government beats them bloody with a brand new stick: the zero-coupon bond. While it’s the first time the Italian government has been able to get…

THE OLD SMITHY, STAFFORDSHIRE – “Stuff it under your mattress and you’ll make more interest” bellows a voice from across the pub. The suggestion is addressed to a gentleman seated on the opposite side of the room who’s been trying…

THE ROYAL OAK, STAFFORDSHIRE – “Sunshine, on my shoulders, makes me happy…” I doubt John Denver would be very chuffed were he living in the UK these days (or ever), given our weather. But the great musician’s music is likely…

THE HYDRO, DERBYSHIRE – Well the cat’s out of the bag now… If you haven’t seen yesterday’s announcement yet, I suggest you do so now.  That marks one of the largest events in the history of this company – certainly…

REDWILLOW BREWERY, DERBYSHIRE – “The value of money has been destroyed by around 98% since I’ve been living there” a colleague tells me over video chat. “Inflation has been kicking around 50% for the past five or six years. Which…