Author Archives: Nigel Trimmer

UK pensions step back from AI froth, concentration risk

Europe’s single market is a fair-weather construct

The Hidden Balance Sheet of War

The housing crisis is pushing Gen Z into crypto and economic nihilism

AI’s Hidden Cost Center: Errors, Insurance, and Illusions

AI’s Power Grab Is A Gas-Fired Fragility

Britain’s Tax Gambit Builds a Fragile Fiscal Machine

The fatal flaw in using bitcoin as a currency

ECB flags high valuations, stability risks rising

The quiet math breaking Europes social contract

AI and tech stocks face a 1999-style fragility test

Bond Rally of 2025 Faces New Data Vacuum as Waiting Game Begins

Belief Is Not a Moat. It Is a Margin Call Waiting

The bear case for 2026

Inflation Watch: The Map Is Wrong Where It Matters