by Stuart Fowler | Nov 20, 2018 | Miscellaneous
This is my rather crude attempt at a Brexit route map, for the purpose of a bit of game theory. Brexit is no game but to a detached observer it presents a fascinating problem. To anyone with a particular objective, or skin in the game, game theory is an important part...
by Stuart Fowler | Sep 2, 2018 | Miscellaneous
This unfamiliar but telling exhibit measures the extent to which the QE-induced REAL equity risk premium has shrunk but is still much more generous than ‘normal’ (explanation below). This measure of the equity risk premium, measured against Index Linked...
by Stuart Fowler | Aug 16, 2018 | Miscellaneous
The Government’s Pension Dashboard project is suspected of sloping off towards the long grass. The earliest date had already been pushed out to 2019. We aim to beat that with an interactive dashboard for prospects (as a test drive) and clients by Christmas 2018....
by Stuart Fowler | Aug 6, 2018 | Miscellaneous
There appears to be a striking difference between UK share prices and the public statements that company CEOs are making. Public statements are much closer to the worst-case economic predictions associated with the Treasury and Remain supporters seeking to influence...
by Stuart Fowler | Aug 1, 2018 | Miscellaneous
‘Engagement’ is no solution to the savings criris? Really? Are savings then totally unlike any other consumption good that sells itself on expected satisfaction or gratification? Aren’t savings just satisfaction with a bit of time shift? Well, it was...
by Stuart Fowler | Jul 30, 2018 | Miscellaneous
The Treasury Committee’s latest report on savings seeks to get back on the agenda the idea of a flat rate of tax relief for all. It’s good to see the subject being aired against but the downside is that a lot of misconceptions about tax relief, its cost...
