Further reading for the weekend : The rent control shibboleth, why financial repression will re-emerge and yet more China worries

Plus the Russian terror machine and support for the war, as well as some light relief courtesy of Airplane the movie

Just a quick reminder that from next week, starting Monday 16th October, I will be turning on the payment feature and gating content from now on. I will still make a few letters available freely, but most Monday Macro’s and Wednesday Investment Ideas will be behind a paywall. Until the end of 2023, I will offer a one-off rate of £50 annual payment or £5…