Monday Macro: Tin hat time? How investors should think about geopolitics, oil and the middle east

As the war between Israel and its various enemies heats up, oil prices have started rising again. That’s spooked some investors, but not all energy price shocks are the same

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