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Argonautica

Professional investors can review published thought leadership and market updates from the Argonaut Investment Team.

2 posts found for October 2022

‘An Open Letter to Jacob Rees-Mogg: Why is the UK government still subsidising wind over-build?’

07 Oct 2022

Posted by
Barry Norris

Yesterday, all over Northern Europe spot electricity prices collapsed as the wind blew and the sun shone. Solar and wind contributed nearly 2/3rds of energy generation in the UK and Germany.

‘Kwasi didn’t Kwrash it’

04 Oct 2022

Posted by
Barry Norris

Hysteria, innumeracy, and investments decisions are rarely happy bedfellows. So it was that following Kwasi Kwarteng’s mini budget, we were drowned by expert media opinion all agreeing on its fiscal “irresponsibility”. When there is apparently such a strong consensus in financial markets it is invariably wrong.