Merryn Somerset Webb

Merryn Somerset Webb

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Senior Columnist, Bloomberg. Ex Ed in chief @Moneyweek. Ex Columnist/Contrib Editor @FT Opinions personal. NED: THRG/MUT Author #SharePower

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Merryn Somerset Webb

If you hadn't yet got the message from @edconwaysky yet that you can't have your ethereal world without the dirty stuff, this war is your final reminder. Invest accordingly

Merryn Somerset Webb

The word is moving at speed. From a period of cheap capital driven perceived abundance. To one of genuine scarcity. Best get used to it... and invest accordingly.

Merryn Somerset Webb

Crises do not emerge from abundance. They come from scarcity. And that is what we have - across our new world. The UK has created a scarcity of energy, land, workers, capital and defence. Hence our not very well managed decline - and coming crisis.

Merryn Somerset Webb

The FOMO/YOLO days are over. This month we are getting real. It's all about HALO. So dump the degree and get an apprenticeship. Sell the tech.. and buy real assets. The price of hope is falling fast.

Merryn Somerset Webb

How much are you prepared to pay for the hope that a degree will make you rich? How much to hold the maybe AI winner? Answer: Not as much as you once did. The price of hope is falling.. so be real instead: get an apprenticeship and hold gold.

Merryn Somerset Webb

The bad news at Unite, the fast building student loan row, the shift from AI phoria to AI phobia. These seemingly unconnected bits and bobs.. they are all about the same thing: a change in the price we are prepared to pay for hope..

Merryn Somerset Webb

Great new book from @JoeStudwell on Africa and population density. if the continent now finally has the density Asia had in the 1960s can we also expect miracle GDP growth? Maybe. So perhaps you need an Africa ETF?

Merryn Somerset Webb

The great rotation out of the US into pretty much anywhere else continues. You'll have some EM, Japan, EU etc. Maybe you are brave enough to have some UK small caps. But have you any of the ETFs that give you exposure to Africa? Thought not.

Merryn Somerset Webb

Fascinating story. UAE fears UK campuses are "being radicalised by Islamist groups" - so is restricting ability of students to come here.

Merryn Somerset Webb

War, cyber attacks, blackouts...why you almost definitely don't have enough actual cash at home. What diseased cows and the UK's Green Party have in common. And why the big AI IPOs might not be for you.

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