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A few next-day Budget observations
Some of the things I missed yesterday
Nov 27
10
4
Fifteen thoughts on the Budget
A quick verdict on Reeves Round II, plus an utterly wild OBR leak
Nov 26
21
8
6
August 2025
What I wrote this summer
Plus: a shift in focus for my work, and for this Substack
Aug 25
8
4
July 2025
I’m the captain now
Forget the fiscal rules, Britain’s government now takes orders from bond vigilantes
Jul 2
14
3
June 2025
12 Thoughts on the Spending Review
"Don't tell me what you think, show me what's in your portfolio."
Jun 13
13
4
2
The trouble with home bias
Some scattered thoughts on pension protectionism
Jun 2
19
5
5
May 2025
A (small) win on Reform UK, and other reader responses
Following up on my past few pieces
May 26
11
2
Taking Reform UK seriously
And learning just how deep the fiscal hole goes
May 13
28
8
7
Reflections on Britain's triage-ward state
But first, a detour about a dog
May 5
40
13
9
April 2025
Against 'equal value'
A tricky argument, but an essential one
Apr 21
33
10
4
Some questions on British Steel
First off: is the fact that Labour, the Tories, the Lib Dems, Reform and the Greens are all banging the nationalisation drum an encouraging, or worrying…
Apr 13
33
6
6
Britain's fiscal framework is (almost) fine
And two ideas for fixing it further
Apr 6
8
2
3
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