Business & Startups
Ten jobs that will be much rarer by the end of 2026
Not a prophecy, a checklist. Ten roles where the data already shows AI and automation shrinking headcount, and what is replacing them.
July 27, 20264 min read
My Writings
Long and short-form thinking on the forces that shape economies, technology and the world.
Finance & Economics
The fall of London, and why I think the crash is the opportunity
London is losing listings, capital and confidence. Here is why I think the moment everyone gives up on it is exactly the moment investors should not.
June 9, 20264 min read
Business & Startups
Global shipping in 2026: the boom nobody planned, and the automation that is coming anyway
Freight rates doubled for the wrong reasons, carriers are merging, and the next decade of shipping will be decided by software in ports, on bridges and in booking systems.
April 21, 20263 min read
Finance & Economics
New York is still open: notes on a city doing business
Offices, bonuses, law firms, fintechs and a Knicks run. A walk through New York's business scene in 2026, minus the politics.
March 3, 20263 min read
Finance & Economics
The private-credit boom, explained in ten questions
A $2tn market grew up outside the banks. Now investors want their money back. A plain-English primer on what private credit is, why it boomed, and where the risk sits.
January 20, 20264 min read
Finance & Economics
The aviation economy: who actually makes money when a plane takes off
Airlines carry the risk, suppliers collect the rent. A plain explainer of how the money moves in aviation in a year when fuel has wrecked the forecasts.
January 18, 20263 min read