Further reading: The long war nightmare, the broader AI theme, Bitcoin and liquidity

Interesting links worth investing in for the weekend – what is the UK’s actual population, normies embracing gold, and passive/private credit eats the world

There’s no Monday Macro next week (w/c 14^th Oct), and my regular Investment ideas will be a little later than usual on Thursday next week.

Also, more than a few of you are due to renew annual subscriptions over the next few weeks. I’m increasing the annual rate from the current £50 to £60 after December 1^st. So, if you are enjoying these letters and want…