Neil's running argument that the UK — its economy and its public finances — is consistently misrepresented as a basket case by politicians, the OBR and the press, and that the declinist consensus is empirically wrong.
Compute, power and the physical bottlenecks behind the boom — where the money actually has to go.
Why the Fed, ECB and Bank of England consistently lag reality — moving too late, chasing inflation that has already turned — and why the rates consensus is predictably wrong.
The case that UK equities trade at unjustified discounts to global peers, and that patient, contrarian investors are rewarded for owning what the market has written off.
How Middle East conflict drives oil, inflation and central-bank decisions — and why the conventional 'oil shock = recession' narrative keeps being wrong.
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