George Cooper
@xGeorgeCooper
Author of The Origin of Financial Crises & Fixing Economics. Founder and CIO of Equitile
Don't think they're successfully controlling public opinion on this one
Rightmove reported the biggest monthly drop in asking prices since records began. Even bigger than 2008. They’ve halved their own house price growth forecast for the year. They’re calling it an “extraordinary buyers’ market”… Sellers are still holding out for yesterday’s…
When you've got more copper in your portfolio than anyone you know
Nietzsche drops one sentence and wrecks your worldview.
GOLD'S TINY CUSHION AGAINST MASSIVE GLOBAL LIABILITIES Exclusive Views. Sharp Takes. No Noise. Join the list: vongreyerz.substack.com/p/subscribe
There is a basic contradiction between populism and independent central banks. This is just the start
Hard to think of one image which captures the cowardice, authoritarianism and banality of the Starmer regime, but I think this is a contender
Dan's point here about fragility is so poorly understood, and it applies more widely to the UK tax base in general. We need to widen the tax base rather than pretending there's always someone else with broader shoulders to act as a magic money tree.
A UK wealth tax sounds simple: "tax the super‑rich, fund public services" But it's not. Our 16,000 word deep‑dive shows revenues are fragile, it puts growth, investment and jobs at risk, and there's no revenue before 2029. Here’s the evidence:
Spencer is probably right
Toyota is up +8% on the news of a 15% tariff. Why? It's simple. Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production,…
Time for a book recommendation The Disruption Fallacy is a really excellent read, concise sharp and thoughtful by @grumpyinnovator Definitely one that I think @rorysutherland would enjoy amazon.co.uk/Disruption-Fal…
Had the pleasure of hearing @xGeorgeCooper give a talk last weekend. One thing that struck me was his theory that market dynamics resemble the murmuration of birds. I tinkered with it, normalising some options data into 3D space. Very crude model, but you can already see flock…
All sadly predictable. You can't turn on the spending taps, deliver a tax-rising, anti-business, anti-growth budget, give generous above-inflation pay rises to the public sector, all without reform to a bloated inefficient state, and expect to be seen as fiscally literate.
Public sector net borrowing excluding public sector banks was £20.7 billion in June 2025. This was £6.6 billion more than in June 2024 and the second-highest June borrowing since monthly records began in 1993, behind that of June 2020. Read more ➡️ ons.gov.uk/economy/govern…
Chemotherapy can speed up cancer spread, Chinese study finds "A team of Chinese scientists has found that the spread of cancer from original tumour sites to distant organs can be caused by chemotherapy triggering the awakening of dormant cancer cells. Their findings shed light…
Finally some common sense ? Bloomberg reports that the BoE is about to ditch retail CBDC plans (for bs reasons). Maybe time for ECB to wake up ?
I agree with @LiamHalligan. The UK is uniquely vulnerable to receiving a good kicking from the increasingly irascible bond vigilantes. My personal horror is the chart showing bonkers unfunded public sector pensions which take total UK public sector debt/GDP ratios to 160% of GDP.
"Inflation rise takes the UK closer to debt-crisis cliff edge" – my latest @Telegraph column Britain is heading for a very serious fiscal crisis – not unlike the 1976 fiasco which saw this country go "cap in hand" to the International Monetary Fund for a bail-out. Government…
A trace of humanity
Extraordinary scenes in the Commons tonight as Tory MP @kitmalthouse correctly accuses UK foreign secretary David Lammy of complicity in Israel’s crimes and warns him that he could end up in The Hague
True
'The evidence suggests that once people are rich and free enough to choose, they choose individualism,’ the FT's Janan Ganesh writes. on.ft.com/4lAHL1F