Elon Musk has been described as the biggest loser from the Blue Tsunami midterms – what will it mean for his firms’ valuations, and his future influence. We need to know what really went on between Musk and Trump. Even more critical is the utility of SpaceX’s technology and Starlink’s satellite constellation as a Strategic Resource. Some tough decisions, but sensible choices lie ahead.

The nomination of Kevin Warsh as next Fed Chair has been rationalised as positive for stability and managing Trump. But will a new name on the desk means certainty will return? Nothing really changed within the Administration – Trump remains Trump and has a massive War Chest to fight the coming bitter Midterms.

StableCoins? I am told they are revolutionising finance. Really? Stablecoins and other tokens will replace money, stock, shares and everything else… apparently. But can someone explain, simply, in plain English, how, what, and why they are better than what already exists?

Bitcoin breaking $100k was a judder moment in a market already awash with signs and portents suggesting irrational exuberance has gone too far, and a correction is coming. Meanwhile… the UK govt declares war on Porridge.

Barclays has been fined £40mm for being “Reckless” in its dodgy 2008 capital funding programme. The judgement hides a multitude of sins and failures, especially in terms of probity and governance. It’s another chapter and illustration of how greed and avarice sank the once world-class UK financial industry over the last 40 years.   

The figures dominating the news and market flow are Nigel Farage, Donald Trump and Roaring Kitty? Where did it all go wrong? These “players” are overturning all the rules. Can markets survive when the fundamentals around them are undermined to such a dramatic extent?

Compare and contrast Boeing and Aramco. Boeing – an extraordinary example of corporate failure. In the Middle East, soon to be King, Crown Prince Mohammed Bin Salman of Saudi Arabia is using Aramco’s wealth to shake the current regional order.

Bitcoin has zero fundamental utility. It is cult that was designed and loaded to make its’ “high priests” rich. To understand how it will trade, forget common sense – focus on what it is, who the players are and what is likely to motivate and influence the price. On that basis Buttcon may be a cynical buy – but be prepared to exit early.

Banker Bonus Caps: the only part of Liz Truss’ economic suicide plan to survive contact with reality! They were pointless, and utterly meaningless and nothing to do with why London is losing its place as the epicentre of global finance. Yet abandoning them is yet another Rishi Sunak mistake!

Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?