Monday Macro – booming Chinese EVs,US inflation, the looming food crisis plus the misery index

Apologies for sticking with the dismal, bearish stance but I really can’t get excited about the bounce in equity markets last week. Not unrelatedly, one analyst reckons our new militarised future mi

Driving around a bit more after the end of lockdown I’ve been heartened to see more electric cars on the road. Most of that increase seems to be in Tesla’s especially the smaller 3 series, which I’ve heard many, many bad things about. But I have also noticed a many brand new MG electric cars in my neck of the woods, especially SUVs. This, I think, is a …