Subscribe:
RSS feed
Following my last missive, I had some interesting feedback on a term I used in reference to compliance, that of ‘Theatre’. So to elucidate a bit on that theme … In boardrooms and audit committees across the world, the term cyber compliance gets thrown around like a magic talisman, invoked to satisfy regulators, reassure investors […]
July 29, 2025
How to Lose a Generation (and Your Cyber Credibility) … In a move that truly showcases the digital finesse of a damp teabag, Parliament has blessed us with the UK Online Safety Act 2023, yet another stroke of cyber brilliance, mandatory age verification on adult websites. Because nothing screams ‘we understand the internet’ like a […]
July 26, 2025
Because who needs actuarial models when panic will do? In their paper Fear, Not Risk, Explains Asset Pricing (May 2025), Rob Arnott and Edward McQuarrie upend a core assumption of financial theory, that risk and reward are tightly linked. Their data shows otherwise, reward often correlates weakly, or not at all, with conventional measures like […]
July 19, 2025
These are my personal views, shared as-is. Please verify the data and form your own conclusions before acting. References are included at the end of this missive for the curious. With a tax-heavy Labour government evoking echoes of 1970s stagnation, the UK appears headed for a new era of fiscal drag and structural weakness in […]
July 30, 2025
0