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Summary

Phil postcard from Paris/London. London’s new Labour government cutting heating allowances for pensioners. This kind of “meanness” could pave the way for Nigel Farage/UKIP. Historical cycles suggest 2025-2028 could be challenging globally. Sole driver of everything now: high and rising land price.

Key Claims

  • Historical time counts suggest 2025-2028 will be challenging globally. — confidence: high
  • High and rising land price is the sole driver of current cycle dynamics. — confidence: high
  • UK Labour government’s “meanness” (cutting pensioner heating allowances) creates political opening for right-wing populism. — confidence: medium