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Labour

  • Politics, UK,
    July 5, 2024

    UK Election Special – The real winner was Reform, and that will have massive consequences.

    Labour got a landslide, but did not win the UK election – the Tories lost it. The result is not what it appears to be…. The real winner was Reform, and that could have massive future consequences for Markets and the UK economy.

    read more
  • Bank of England, UK Debt, Pensions, Political risk, Politics, UK, Government,
    June 25, 2024

    To Recover the UK must Exorcise the Ghost of Liz Truss!

    The UK election is the most important in decades, but the debate on policy and the future is trapped in the minutiae of the financial orthodoxy of costed and funded policy tweaks. The malign ghost of Liz Truss and the Trusterf*ck haunts markets like a bad smell. It must be exorcised!

    read more
  • Government, Politics, UK, Rant, Economy, Rail,
    April 26, 2024

    UK Railways; Fixing Broken Britain one Sleeper at a Time!

    For the past 14 years UK Railways have been in decline – more costly, less reliable, more fraught. They are evidence of Broken Britain. The Labour Party has announced plans that amount to re-Nationalisation. They are prudent, sound and address the problems of failed railway privatisation in a reasonable manner… Can they do the same with the whole broken economy?

    read more
  • Government, Political risk, Politics, UK, NHS,
    April 17, 2024

    The UK – An Omnishambles of Unsurpassing Complexity

    The UK faces multiple economic problems – all of which may be individually solved with considerable effort, but collectively look a clusterf*ck of monumental proportions. When it takes office, Labour will be given 100 days to solve them all. Who would want to be an MP?

    read more
  • Central Banks, UK Debt, Political risk, Bank of England, Politics, UK, Monetary Theory, Government, Sovereign Debt, Government Policy,
    February 9, 2024

    The UK needs more than fiscal discipline – Sir Keir needs a bigger plan.

    The multiple problems facing the UK will not be solved by Sir Keir Starmer’s Labour Party trying to be better Tories than the Tories. We don’t need better Tories. We need a better UK.  

    read more
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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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