Scarcity Becomes Common

Magellan’s Michael Collins looks at the current mess involving goods scarcity and explains why he believes the impediments to supply are likely to last and disrupt growth and provoke inflation.
Read MoreMagellan’s Michael Collins looks at the current mess involving goods scarcity and explains why he believes the impediments to supply are likely to last and disrupt growth and provoke inflation.
Read MoreAs Magellan’s Michael Collins writes, any inflationary crunch in the Eurozone would centre on Italy, have no obvious solution and remind that the euro’s frailties are unaddressed.
Read MoreAs Magellan Investment Specialist Michael Collins explains, a market failure means pharmaceutical companies are failing to address the threat of increasingly drug-resistant “Superbugs”.
Read MoreFed Chair Jay Powell is looking for some sort of ‘immaculate disinflation’. His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints.
Read MoreAs Magellan Investment Specialist Michael Collins argues, a loss of autonomy to fight inflation is just one of the dangers of the central banks’ current course of action.
Read MoreThe first era of quantitative tightening fizzled. Magellan Investment Specialist Michael Collins wonders if asset-selling – aka money destroying – can help fight inflation this time?
Read MoreRemote work is ensconced. A ‘Great Resignation’ is underway in the US. As Magellan Investment Specialist Michael Collins explains in this article, neither might last.
Read MoreSomewhere a ceiling exists. But, as Magellan Investment Specialist Michael Collins argues, trouble is brewing, especially in the eurozone and emerging countries.
Read MoreThe “Metaverse” has recently leapt to prominence. Magellan’s Michael Collins argues that this touted ‘embodied internet’ might take a while to arrive and underwhelm when it does.
Read MorePlenty of countries are hyping “Green” Hydrogen as a key pathway to net-zero emissions. But for that to happen, Magellan’s Michael Collins argues, a cost disadvantage needs to be overcome first.
Read MoreCovid and its associated consequences have forced many businesses to survive on debt, not economic viability. This, as Magellan’s Michael Collins argues, increases the risk of broader financial instability.
Read MoreMagellan Investment Specialist Michael Collins argues that cracking down on cryptocurrencies might ruin the risk-reward calculation for the criminals behind the proliferation of ransomware.
Read MoreThe commercialisation of space comes with unknown promise but known risks. Magellan Investment Specialist Michael Collins has a look at why those involved aren’t so easily deterred.
Read MoreMany think the internet giants are too big for society’s good. But even a rethink of competition policy along such lines is unlikely to curb the largest platforms. Magellan’s Michael Collins with more.
Read MoreMagellan’s Michael Collins writes that, among the many messages Covid has given us, is the notable one that competence matters during emergencies, but is hard to achieve.
Read MoreElectric Vehicles are the next revolution in automobiles, but Magellan’s Michael Collins believes problems need to be overcome to hasten the switch and cement the climate benefits.
Read MoreIs a watershed reengineering of money underway? Magellan Asset Management Investment Specialist Michael Collins shares his thoughts on the subject.
Read MoreDomestic production gets priority in a strategy that seeks to boost China’s ‘soft power’, writes Magellan Asset Management Investment Specialist Michael Collins.
Read MoreBut efforts to rein in the US-based CDA section 230 protections pose dilemmas that prevent watershed action. Magellan’s Michael Collins explains why.
Read MorePublic disgruntlement stops Berlin cementing a currency union that helps make the country an export dynamo, writes Magellan’s Michael Collins.
Read MoreAny quest to alter the constitutional order would be more proof of how primary contests are destabilising US politics.
Read MoreThe young will want to be compensated for protecting the elderly from COVID-19. But their quest will come with risks.
Read MoreEven though the platform attack is hobbled by poor economics, restaurants are under threat – especially during a pandemic.
Read MoreThese social, political, and economic changes can be grouped into four categories; new, accelerated, busted, and possible trends.
Read MoreSolutions to appease the crisis face political hurdles. A default or euro exit are possible.
Read MoreThe dilemma can be framed as lives versus livelihoods; at its most pointed, lives versus lives.
Read MoreBut ethical and economic challenges could limit the benefits medtech brings to healthcare.
Read MoreSigns have emerged that Netflix’s dominance is weakening even before the new competition lands. And it’s likely to get tougher for Netflix and others when the Hollywood household names arrive.
Read MoreSuch are the prospects for mainstream acceptance for something like Facebook’s Libra. But the hurdles are daunting too.
Read More