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  • July 2026 – the three dozen edition

    July 2026 introduction – (36) 

    Welcome to the 36th edition of my newsletter or as a bingo caller would say ‘three dozen’. And yes that’s the most uninspired yet functional bingo lingo I’ve come across on this journey so far. 36 seemed strangely appropriate as that was the temperature inside my house on the celsius scale most days this month.

    AS11-36-5390

    There is no fancy symbolism of the homophones in the Chinese language for 36. But The 36 Stratagems are sayings and tactical manoeuvres used in areas of Chinese life from business to politics.

    My personal favourite is ‘borrow a corpse to resurrect the soul‘ – take something that has been forgotten or discarded and appropriate it for one’s own purposes.

    This month’s soundtrack is by Horalion who created a divine mashup of Daft Punk and Miki Matsubara. Matsubara is famous for work in city pop and anime soundtracks. Together Something About Us and 真夜中のドア〜Stay with Me sound sublime.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    SO

    Things that I’ve written

    I explored moral licensing from agency behaviour to a global health crisis.

    Consumer grievance is coming as a steady drumbeat from consumer and economic research and has an impact on marketing.

    I curated things of interest from around the web including an interview from Jensen Huang in advance of his publicly support for open models and open weight LLMs as cybersecurity tools.

    ICYMI – Top five shares on LinkedIn

    1. Global brand strategy has got harder with tainted national brands. Europeans are now torn between the US and China.
    2. Rolex’s use of chōngchǎng (paid gig workers) as a rent a crowd in Shanghai caught the attention of watch collectors around the world
    3. Corporate earnings skewed agency growth targets due to the artificially high values of hyperscalers.
    4. Hard luxury outperforms soft luxury
    5. A video where Les Binet endorse Byron Sharp’s line on loyalty.

    Books that I have read

    Gnomon by Nick Harkaway. Gnomon is a speculative fiction book set in the near future. The UK is totally surveilled by an AI. The main character Mielikki Neith is an investigator and is looking to the death of a suspect who dies in state custody. Neith explores the neural recordings of the dissident to try and work out what happened.

    The recordings consist of four surreal impossible lives, but the lives are a form of hidden code designed to affect anyone exploring them. Questions then arise about the purpose of the surveillance system and whether it has undergone what could be called ‘model drift’.

    It’s not the easiest book to read, but his rewarding as Harkaway takes you through the different worlds that Neith explores and her own experience in the real world.

    This month I have been working my way through Dan Wang’s Breakneck. A book that looks at China’s development versus US development, written by a Chinese author who grew up in Canada. I am almost finished and it’s very readable.

    The key thrust of the book is that China is a society governed by engineers and scientists, whereas the US (and by extension much of the west for that matter) is run by lawyers. In the US and the west that breaks down slightly but the point Wang makes is China asks what’s possible, the West winds its way through restrictions. I think modernism vs. post-modernism would have been more accurate short hand descriptors; as difference goes beyond government to the ‘industrial party’ and even science fiction like Liu Cixin’s TheThree-Body Problem.

    Wang’s work has started to shape how I look about the ‘why’ behind the divergent approaches to LLMs and other products between the US and the west, but more on that another time.

    Things I have been inspired by.

    I am a long time fan of Kevin Kelly’s writing from his work with Wired magazine to the book What Technology Wants I have found his thinking right on the money. He reframes large language models as a latent space due to their massive compression of knowledge and information.

    For instance it knows all Shakespeare plays, and it could create a new play that sounded exactly like Shakespeare, and can even quote famous lines in his plays, but nowhere in the model are the actual texts of Shakespeare. Instead there is simply the abstract information about all the plays, the plots, the characters, the words, the style, the references.

    Until recently we might have thought that all the information about a thing would take up more storage space than the thing itself. That may be true for a single thing, but not for the aggregate of all things. That is because most things share a lot of common attributes with other things. The neural nets of an LLM do a magic trick by abstracting the information of everything at once, so that it uses the myriad common relationships between things and ideas to compress and abstract them into this virtual “latent” or hidden space.

    Kelly reflects on this latent space as a new form of medium, implying more potential than a productivity hack. Kelly describes this latent space as a map built in millions of dimensions making it sound like science fiction or theoretical physics.

    Gig Economy in China

    Inspired is the wrong word, but I was surprised and shocked to find out by a piece from Think China that 44% of the country’s workforce now work in the gig economy.

    Chart of the month. 

    McKinsey have published a paper on Agents, robots, and us: How AI reshapes work and skills in Europe. In it, they have estimated what tasks LLMs will do well.

    Most human skills will endure, even as they are applied differently. Three-quarters of the skills sought by European employers today, including problem solving, writing, and research, are used in both automatable and non-automatable work. This overlap means they are more likely to be applied in collaboration with AI than replaced by it, at least in the near term.”

    McKinsey on LLMs and skills

    Things I have watched. 

    German TV series Where’s Wanda made some light watching as a Germany family manages to stay together while searching for their missing daughter. It’s got humour, creative problem solving and a giant Sasquatch-type creature. I will leave it there so I don’t give away any spoilers.

    I rewatched To Live and Die in LA for the first time in years. The film was written and directed by William Friedkin, and second only to The French Connection in his filmography of outstanding films. William Friedkin was part of the New Hollywood movement, alongside figures like Francis Ford Coppola, Martin Scorsese, and Peter Bogdanovich.

    The screenplay was based on a book by a former Secret Service agent and documents an investigation into a talented counterfeiter. Like Michael Mann’s Thief which demonstrated how to crack a safe vault with a thermic lance, Friedkin went into detail abut the photolithographic process that counterfeiters used prior to desktop publishing. You get fantastic performances from an edgy young William Defoe and William Petersen.

    I found it as enjoyable to watch as I remember but I picked up on different things, particularly the detail in Friedkin’s introduction that showed the art and grim edginess of 1980s Los Angeles with retina-burning typography, with an interesting use of fonts to give ‘place’ and the cinematography which made the city a key character.

    Useful tools.

    Ever done research, or tried to pull in data from a website or table and had the format go funny. You then spend an inordinate amount of time fixing it? That’s where TextSoap comes in. Its a Mac app that cleans the data that you are bringing across, It has a number of built-in cleaners or you to choice from and also allows you to create your own one using its cleaner editor.

    Hookmark cleans up weblinks, this helps with bit rot since a lot of links add additional privacy related information that stops working over time.

    The sales pitch.

    I am a strategist who thrives on the “meaty brief”. The kind where complexity, business goals, and human culture collide, requiring synthesis into actionable insights.

    I have a decade-plus of expertise across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I have been embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots with the rapid rise of Gen AI. Following the completion of this engagement, I have continued to partner with agencies and founders on high-impact projects. My recent freelance work includes architecting the brand narrative for a fast-moving startup, driving strategic creative for new business pitches, and developing a dynamic sports partnership activation.

    I focus on what works: balancing long-term brand growth with short-term sales. I don’t just write presentation decks; I build campaigns that actually ship. I’m hired to pressure-test their ideas before they go live, helping leadership teams avoid expensive mistakes. I prioritise commercial reality, smart budgets, and measurable results over cosmetic solutions.

    How I help leadership teams:

    • Pressure-Testing: I put clarity into complex roadmaps before you commit capital.
    • Cultural Translation: I bridge the gap between technical infrastructure and human adoption, across EMEA/JAPAC.
    • Commercial Grounding: I build strategy for campaigns that ship, prioritising measurable ROI over “hype” metrics.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Multi-Sector Expertise: A proven track record across Tech & SaaS (Google Cloud, Semiconductors), Consumer Goods (FMCG, Beauty, Health), and High-Interest Categories (Luxury, Sports Apparel, Pharma).

    I am an operator who reads—using a deep archive of industry expertise to ensure your next pivot isn’t just “new,” but actually sustainable. If you have a challenge that requires an all-in, hit-the-ground-running strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my July 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other, stay cool and enjoy the sun when you can. We have less than one month to wait until the next bank holiday. 

    Don’t forget to share if you found it useful, interesting or insightful as this helps other people and the algorithmic gods of Google Search and the various LLMs that are blurring what web search means nowadays.

    Get in touch and if you find it of use, this is now appearing on my blog,  Substack as well as LinkedIn.

    PS: Why Buzz Aldrin as this month’s picture? I try and have a photo that matches the theme, in this case 36. This photo taken during the Apollo 11 mission was from the film magazine 36/N – Trans-Lunar. A tenuous but cool link.

  • Jensen Huang + more stuff

    Great interview with Jensen Huang

    Jensen Huang, the founder and CEO of Nvidia was interviewed by Axios. In the wide ranging interview he is advocating for open LLM models. He thinks that the benefits of closed models ties in with the benefits of scale and convenience from cloud computing infrastructure. Jensen Huang also talks about sovereign AI at an enterprise level as well as country level.

    What struck me was Huang’s strong advocacy for open source and open models. He points to the central role that Linux plays today. (Android is Linux as is Google Chrome, macOS, iOS, iPadOS and tvOS all run on Darwin which is open source and relies on BSD and the Mach micro-kernel – which are also open source). He points out that open source allows inspection, customisation to harden the software and ultimately be trusted.

    It one of the best interviews that I have seen where Jensen Huang is at his most articulate. It’s also interesting that the interview is so wide ranging. Huang’s last point about now being the most important time, gave me a moment for pause. Huang’s time is mediated by his staff rather than by outlook or his watch. But it also made me wonder about the nature of strategy and horizon-scanning at Nvidia.

    The interview was published at a time when the media realised that Moonshot AI’s Kimi K3 as an open model was competitive with US frontier models on many measures.

    Contrast Huang’s viewpoint with Palantir CEO Alex Karp on CNBC. Karp discussed a growing unhappiness amongst US enterprises about the cost of accessing models from large AI companies, yet receiving ‘no value’ from the technology.

    Surfing the wave

    Kind of a tangential point to to Huang’s the most important time is now is about timing in technological innovation. Robert X Cringely in his book Accidental Empires made this point through the use of surfing as an analogy. If you hit a wave too early, you wipe out, if you hit the wave too late the momentum and energy has gone out of the wave. Hitting it at the right time the most important factor. It’s a timeless truth.

    Film maker David Hoffman documented behind the scenes at General Magic as part of the process to make a launch video for their product. General Magic were too early to the wave as this behind the scenes footage shows.

    Ladders

    I like Justin Taylor’s videos because of their insightful content delivered in a snarky slacker way. In this video he uses ladders to illustrate the importance of supply chains and logistics to support US air power. Which explains why the US is restricted to predictable bases in the current Iranian conflict amongst other things.

  • Consumer grievance: a marketers atlas

    Writing about consumer grievance came from a couple of things. I was watching a lecture by professor Robert Reich at Stanford and it reminded me of Edelman‘s 2025 Trust Barometer report ‘Trust and the Crisis of Grievance‘.

    Edelman’s annual report is a barometer, a global snapshot of who and what consumers trust. As long as I can remember Edelman’s report into trust of institutions has been in decline, but the 2025 report highlighting consumer grievance marked a perceived acceleration.

    TL;DR

    • Why it matters: Most brands treat consumer complaints as a customer service headache to be managed by a chatbot. That is a massive commercial misstep. Grievance is not an admin burden; it is a raw, unvarnished map of what your audience actually cares about.
    • What is changing: We are seeing the rise of a distinct global grievance culture. When trust in traditional institutions wobbles, consumers direct their frustration at the brands they buy from. If you look closely at these grievances, you see the exact gaps where your business is failing to deliver on its promise.
    • The big picture: Two distinct trust economies now exist. There is the formal, corporate version presented in annual reports, and the real-world version lived by your customers. When the gap between the two grows too wide, the goodwill sitting on your balance sheet evaporates.
    https://flic.kr/p/2j7nUoJ

    Global grievance

    In the report Edelman posited that trust in institutions was no longer a universally shared civic resource. Around the world, it had become a luxury commodity that is heavily segmented by income and social class.

    Putting my cards on the table

    You the reader should question my interpretation as an enquiring mind. With that in mind, it makes sense to understand my starting viewpoint as I started to go through the subject matter. I agreed with the essence that Edelman’s research has captured. And the bifurcation of the economy is being baked into marketing plans that I have worked on over the past few years.

    I have my doubts about their methods. I believe that their motives are good admittedly moderated by commercial considerations, but I did find myself questioning the techniques used and data transparency.

    I set out to find high quality research that validated, or challenged the concept of consumer grievance.

    Edelman’s original approach was triggered by the 1999 ‘Battle of Seattle’. The survey’s structural model was built upon the mid-1990s theories of Francis Fukuyama. Fukuyama argued that institutional trust was primarily driven by upward mobility, structured legal systems, and guaranteed economic prosperity. 

    The Trust Barometer’s original respondents was restricted to “opinion leaders” or “opinion elites”. That mean’t highly affluent college-educated people aged 35 to 64 with high media consumption and active engagement in public policy. The demographic that prospective Edelman clients would sit neatly within.

    Technological and economic change saw Edelman move to a general population sample. They also moved from telephone interviews to online surveys. The number of respondents increased from 1,300 in five countries to 36,000 respondents.

    2020 saw a change in survey design that broke the idea of ‘to do what is right’ into two attributes:

    • Competence
    • Ethical behaviour

    Business did well on competency but less well in ethical considerations. Government, media and NGOs were viewed as lacking in both . Edelman compensated for this by studying proximal trust and employee trust.

    Edelman introduced the concept of ‘trust brokering’ – an organisations capacity to support dialogue and bridge social divides.

    The Genesis of Global Grievance

    With a flair for drama and storytelling Edelman’s Trust Barometer links the decline of trust and the genesis of consumer grievance back to the 1999 ‘Battle of Seattle’ protests against the World Trade Organisation ministerial conference held in the city. While a wide coalition of both left and right political figures, NGOs, organised labour were there to protest against unfettered globalisation the wheels were already in motion.

    …globalization is not new, but that the present era of globalization, driven by competitive global markets, is outpacing the governance of markets and the repercussions on people. Characterized by “shrinking space, shrinking time and disappearing borders”, globalization has swung open the door to opportunities. 

    Breakthroughs in communications technologies and biotechnology, if directed for the needs of people, can bring advances for all of humankind. But markets can go too far and squeeze the non-market activities so vital for human development. Fiscal squeezes are constraining the provision of social services. A time squeeze is reducing the supply and quality of caring labour. And an incentive squeeze is harming the environment. Globalization is also increasing human insecurity as the spread of global crime, disease and financial volatility outpaces actions to tackle them.

    The above quote came from the introduction to the 1999 Human Development Report (HDR) by the United Nationals Development Programme (UNDP).

    As the 1999 HDR introduction alludes, by 1999 globalisation was not new and was already happening from Japanese consumer electronics to Korean shipbuilding. Instead globalisation was moving at a pace that institutions were no longer able to keep up with it or control it.

    This viewpoint is supported by Professor Reich’s lecture on the factors driving the rise voter interest in populist leaders like President Trump. Reich outlines a four decades-long trajectory marked by:

    • The decoupling of productivity from wages. The US Board of Labour & Statistics paper Understanding of the labor productivity and compensation gap, considers the gap to have opened up in the 1970s. The fissure since the 1970s was also documented by the Economic Policy Institute’s work The Productivity-Pay Gap. The Federal Reserve Bank of St. Louis published research showed how corporate profits decoupled from employee compensation from the early 2000s on.
    • The Reagan era erosion of labour bargaining power. Similar erosion also took place in the UK under the Thatcher government.
    • The concentration of corporate market power. Deregulation from the 1980s on, allowed the financial and corporate sectors to become politically and economically dominant. Reich argued that this created a system average citizens perceived as rigged to favour corporations and big banks over ordinary workers. The 2008 bank bailout while ordinary citizens faced foreclosures cemented this perception. This isn’t only a western issue. 44% of China’s workforce now work in the gig economy.
    • The resulting financial exhaustion of the working and middle classes. American families employed three coping mechanisms to maintain their standard of living. First, they simply worked longer hours. Second, women entered the paid workforce in massive numbers, creating the dual-income household out of necessity. Third, the other measures reached their limit, they tapped into the equity in their homes, until 2008

    The US Bureau of of Labour had three hypotheses for factors driving the labour compensation – productivity gap:

    Globalisation: Increased offshoring shifted production and service activities to other countries. Consequently, income that might have previously gone to domestic workers was reallocated to intermediate purchases and foreign labour.

    Increased Automation: As technological automation increases, the overall need for human labor input drops. When machines replace workers, the share of income dedicated to capital naturally increases relative to the share dedicated to labor.

    Faster Capital Depreciation: Modern business capital, such as computer hardware and software, degrades or becomes obsolete much faster than the heavy machinery used in previous decades. Because these assets must be upgraded or replaced more frequently, a higher share of industry income must be diverted away from wages to cover these ongoing capital replacement costs

    When the report explored specific industry sectors such as electrical power generation and supply, the divergence correlated with a fourth factor, deregulation. This happened to the US energy market in 1992.

    The Energy Policy Act, 1992 created domestic competition. Incumbent local monopolies became more efficient or went under. Productivity was achieved through new technology and aggressive cost-cutting including layoffs. Workers produced far more value per hour, but because the company is fighting to keep prices low to compete, wages didn’t rise at that same rate.

    Two trust economies exist

    But all of these factors didn’t impact across society equally. What Edelman’s Trust Barometer acknowledged, but didn’t highlight at the time was the existence of two trust economies existing in the same space, but for different people.

    The top quartile of income earners trusted the system. The bottom quartile didn’t. This was mirrored in findings by other organisations, notably the OECD’s Government at a Glance 2025 report and UNU WIDER Trust in a changing World 2025 paper.

    There is a decline in governmental trust documented by the Pew Research Center Public Trust in Government: 1958-2025 – a consistent downward trend much longer than 1999, back as far as the mid-1960s for the American public, much earlier than Edelman’s work seems to suggest.

    Business and consumer grievance

    Edelman posits that businesses have become more trusted than governments. It’s a comforting anchor for a business that sells corporate reputation work. The reality may be different. The decline in government trust has merely set a very low bar according to research by Bentley University and Gallup. The rise of zero-sum thinking exemplified by Zero-sum Thinking and the Roots of US Political Differences paper for the National Bureau of Economic Research (NBER), will sweep business attitudes along as part of systemic distrust. The Carnegie Endowment for International Peace posits that this zero-trust thinking has brought conflict within the US itself and driven protests around the world – globalised consumer grievance.

    The Bridging Divides Initiative (BDI) at Princeton University documented an increase in political violence risk factors across the US mirroring the 1960s and early 1970s . German insurance company Allianz warned that this behaviour represented a risk to large businesses across their operations and supply chains. This is outside and separate to government military actions like the US – Iran conflict or the Russian invasion of Ukraine.

    There are problems inside organisations as well. Employer trust has been in decline according to Edelman. The causes are diverse and amplify consumer grievance:

    • Globalisation
    • Automation and LLMs
    • Economic conditions

    Managers are supervising but failing to manage. They struggle to coach or develop their staff sufficiently.

    Media sector consumer grievance

    The media business is seeing the impact first hand. Fear of deliberate deception is at the cente of the World Economic Forum Global Risks Report for 2025. That fear is driving growing divisions in society and between societies, further feeling consumer grievance. According to The Reuters Institute Digital News Report of the same year these concerns about deception are driving audiences away from ‘legacy’ media companies to platforms of editorialists and opinion formers across podcasts, YouTube and other social platforms.

    Edelman claims that this audience migration is down to beliefs about the motivations of media organisations. 75 percent of high-grievance respondents believe news organisations would rather attract a big audience than report what people actually need to know. 67 percent believe the media prefers to support an ideology over informing the public.

    On slight glimmer from Edelman’s data was that trust in traditional media dropped by four points, versus trust in search engines dropping by five. But that delta will be cold comfort to media executives watching their business being eaten alive by technology platforms.

    Goodwill on the balance sheet

    Goodwill on the balance sheet of a company tries to capture brand value, the value of customer relationships and wider stakeholder trust within a business. PwC research provided some empirical evidence to support RoI on the stakeholder trust component of goodwill. But Edelman overreaches in its 2026 Edelman Trust Barometer Special Report: Brand Growth in an Insular World report to try and do the same with brand value. In this case, Edelman tries to use survey responses, rather than observed behaviour data and the scientific method to try and overturn several decades of validated marketing science research.

    Consumer grievance: so what?

    It’s very easy to ignore consumer grievance as ethereal fiction or background noise. Being part of the solution can end up being part of the problem.

    Brand purpose real talk

    For some brands it make sense to pick a side, but if you do commit to the brand purpose. It may cost you, but if you really have a brand purpose, or ‘higher purpose’ as David Aaker called it, then the 30% opportunity cost in marketing effectiveness is worth it in your calculus.

    Effectiveness expert Les Binet’s two question test on brand purpose makes a lot of sense:

    • Would you still do it if you couldn’t publicise it?
    • Would you still do it if reduced your long term profits?

    If the answer to either question is no, then it’s not purpose driven.

    Brand purpose can be a struggle to retrofit. After the success of Dove being re-positioned from a functional product to the ‘real beauty’ positioning; Unilever looked to replicate the effect with varying degrees of success.

    You also need to be aware of brand purpose not being global. Apple, Meta and Nike have made decisions in Asia that are vastly different to what they do in western markets. There is no coherence or congruency in their world view. Neoliberal universal values died in corporations long before they were devalued in mainstream western political discourse. Both the online world and social media will shine a spotlight on this difference. This perceived corporate hypocrisy will increase consumer grievance and reduce consumer trust in the brand to do ‘the right thing’.

    You could make the argument that Apple, Meta and Nike all fail Binet’s brand purpose test.

    Outside of geopolitical differences, even the most basic demographic differences can be landmines for brand purpose. It’s an accelerant for consumer grievance and one that marketers at the likes of Unilever and P&G have either ducked, or got tonally wrong.

    Patagonia is arguably the most prominent brand purpose led brand, yet it faces a slew of dilemmas. You could argue that Patagonia’s self description as being ‘a work in progress‘ is at best a temporary fix with an uncertain sell-by date during a time of consumer grievance.

    Brand promise

    The brand promise is the idea of what a consumer can expect from the product or service that they are purchasing. There is a temptation to reduce costs. You see this with automated services and reduced sized packaging.

    If you are transparent about the trade-off consumers will self-select and be fine with it. Telecoms companies have been doing this for years.

    • Plusnet – BT’s no-frills ISP
    • Voxi – Vodafone’s self service brand that comes at a discounted price

    Does your consumer journey penalise behaviour instead of rewarding loyalty. if it does, that will fuel consumer grievance. Audit these friction points and act on them. Fix underlying operations-related grievances and the customer lifetime revenue will take care of itself.

    You can more content on consumer behaviour here.

  • Moral licensing

    I was thinking a lot about consumption when I came across the psychological concept of moral licensing. Doing something that is thought of as a good behaviour boosts the self image, leading to a sense of justification in a more indulgent behaviour later on.

    It explains incongruity in human behaviours. One example that immediately came to mind when I first read about the concept of moral licensing occurred very early in my agency career.

    Burger queen

    The agency was one of an expanding number of American shops that had set up in London. I was a piss-poor excuse of client services person; but was widely read, had a sharp-thinking strategic head on my shoulders and sounded uncharacteristically authoritative in technology client presentations.

    IMG_2471

    One of the London office’s senior executives was English but as part of their degree secondment had spent some time in the US. Later on, they were working in the Bay area on high technology and consumer brand accounts.

    During that time, they became a Buddhist and were vegan except for the regular Big Mac meal in the office, or, going to and from a new business pitch.

    Given that the global CEO functioned on sipping vodka out of a constantly topped up glass, with periodic runs to the local Starbucks for jolts of iced quadruple expressos, the Big Mac eating vegan behaviour was considered only mildly eccentric by comparison.

    Wellness

    While my burger queen experience is mildly amusing to recollect, moral licensing has a serious health and wellness impact. The consumer wellness market has a moral vocabulary that positions food as a “sinful” indulgence or a “purifying” virtue, and physical exercise as a moral redemption mechanism. This moral framing is a critical structural vulnerability. When wellness, nutrition, and wearable technology brands construct campaigns using moralised binaries, this trigger subconscious moral licensing.

    Higher levels of moral licensing, self-licensing, or compensatory health beliefs (CHBs) are associated with elevated body weight (BMI), increased caloric intake, or heightened body image anxiety.

    The fipside of this is the ‘health as an alibi’ for slim people who are often judged as excessively vain or narcissistic.

    Finally research from North Caroline State University found that customer reward programmes drove long-term consumption habits. They that consumers who regularly purchased lower-calorie meals indulged more when reward opportunities occurred. They had a higher probability of trading rewards for indulgent high-calorie items and desserts. When questioned, they used their prior calorie dietary discipline to justify it.

    Luxurious moral licensing

    There is a well known link between relative preferences for luxury items and a previously expressed virtuous intent. This might be a donation of time or money to a charity allowing consumers to establish ‘moral’ credentials. An example that taps directly into this is Balenciaga‘s capsule collections that collaborate with the likes of the UN World Food Programme (WFP).

    This boost to their virtuosity mitigates the negative feelings and anticipatory guilt typically associated with purchasing frivolous or expensive items. In research it is found to double consumer intent to purchase high-end consumer goods.

    However moral licensing isn’t all plain sailing for luxury brands. There is a tension between luxury brand attributes of self-enhancement and status with moral licensing being related to self transcendence and altruism. Consumers experience the mismatch which negatively affects brand evaluation.

    Moral licensing examples in advertising

    Moral licensing is tapped into in indulgent advertising. A classic example is the current framing in Müller Corner yoghurts.

    Moral licensing was leaned on very heavily during the golden age of TV advertising.

    More information

    New Data Reveals a Big Problem With Thrift Shopping | The Devil Wears Data

    Atoning Past Indulgences: Oral Consumption and Moral Compensation by Thea S Schei, Sana Sheikh & Simone Schnall (2019)

    Associations between Obesity and Diet-Related Compensatory Health Beliefs by Malgorzata OBARA-GOLEBIOWSKA & Katarzyna EUFEMIA PRZYBYLOWICZ (2015)

    Health as an Alibi: The Virtuous Framing of Appearance Pursuits by Stephanie C. Lin, Kaitlin Woolley & Peggy J Liu (2025)

    Health as an Alibi: The Virtuous Framing of Appearance Pursuits by Stephanie C Lin, Kaitlin Woolley and Peggy J Liu (2025)

    Researchers Explore Strategic Licensing and the Impact of Reward Programs on Long-Term Consumption | NC State University

    Licensing Effect in Consumer Choice by Uzma Khan and Ravi Dhar, School of Management, Yale University (2005)

    Volunteering as a mechanism to reduce guilt over purchasing luxury items by Hyo-Jin Jeong & Dong-Mo Woo – Journal of Product & Brand management (2015)

    Pinto, D. C., Herter, M. M., Gonçalves, D., & Sayin, E. (2019). Can luxury brands be ethical? Reducing the sophistication liability of luxury brands. Journal of Cleaner Production

    Doing Poorly by Doing Good: Corporate Social Responsibility and Brand Concepts by Carlos J. Torelli, Alokparna Basu Monga and Andrew M. Kaikati

    When will a message of social responsibility backfire? (2011) | Science Daily

  • June 2026 newsletter, issue 35 the ‘jump-and-jive’ edition

    June 2026 introduction – (35) 

    Welcome to the 35th edition of my newsletter or as a bingo caller would say ‘jump-and-jive’. The phrase feels like an anachronism. It likely came from 1930s and 1940s African American culture. A portmanteau of ‘jump blues’ music and high-energy ‘jive’ dance style of the era. Jive was also used to describe related slang. All of which was popularised by the likes of Cab Calloway.

    https://flic.kr/p/qHrTdv

    This month’s soundtrack is by Dimitri from Paris, recorded at Defected Records. It’s sublime.

    While 35, is considered neutral in Chinese culture; there are aspects of it which bear thinking about. Depending how you read it, it can sound similar to ‘life without’ or ‘life not’. All of which seem appropriate when one thinks about the 35-Year-Old Crisis. Employers in China unofficially have 35 as a cut-off age for hiring.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    SO

    ICYMI – Top five shares on LinkedIn

    1. R/GA‘s concept of intelligent brand systems.
    2. Brands can’t wait for sovereign cloud but have to work with what they have.
    3. The argument over UPF (ultra processed food) is a blunt instrument that ignores the benefits of functional foods, focusing on how things are made, rather than nutrition and what they do.
    4. The need for determination, taste and deciding what matters is as important as AI in advertising planning
    5. Havas research on desirable brands revolving around attraction, attachment and affinity.

    Books that I have read

    Murder on Mt Fuji by Shizuko Natsuki is the story of the Wada family. A multi-generation family tied to a pharmaceutical business. The family patriarch Yohei Wada is killed and the story unravels the mystery of who really killed him and why. The Japanese title of the book references a play by a 1930s detective story author. The mystery plays out as an Agatha Christie novel with Japanese characteristics.

    Things I have been inspired by.

    AI transformation progress

    Stanford HAI have built an online dashboard to track AI-related transformation through economics. At the moment there is still little evidence for a rapid wave of automation in the macroeconomic data, but its definitely worthwhile keeping an eye on for evidence-based analysis as an antidote to hype and speculation.

    Chart of the month. 

    Going back over the IPA’s research into influencer campaign effectiveness, this chart buried in the report caused me to pause. It implies that there isn’t an effective formula for repeatable influencer marketing success.

    https://flic.kr/p/2sk2iWr

    Reading around the chart further, the data is artificially skewed by the removal of campaign data for which no RoI was received at all. That would lower the curve further than it is already.

    Things I have watched. 

    I have been enjoying season two of The Agency, Paramount’s adaption the French series The Bureau about modern-day spies and the dangers of emotional attachment. I can highly recommend both of them. The Agency has a really strong cast with Michael Fassbender playing the protagonist, with Jeffrey Wright and Richard Gere as supporting characters.

    Seeing Richard Gere in the film reminded me to rewatch Red Corner which is a classic murder mystery from 1997, with the plot twist being that it occurs in the go-go era of an opening up China.

    Bai Ling appears as his court-appointed lawyer. Parts of it reminded me of the late 1990s media gold rush into China by Rupert Murdoch looking to expand his then booming satellite TV business, but once the murder trial gets under way it stays into the land of fantasy with an American court room drama projected into a Chinese setting. Ling manages to turn out a great performance given the material that she was working with.

    Useful tools.

    I have been working on a number of qualitative interviews and found MumbleNote an invaluable part of the process. Its key benefit is not having bot join the calls that I have been doing. Instead it works of your Mac’s audio system.

    The sales pitch.

    I am a strategist who thrives on the “meaty brief”—the kind where deep-tech or complexity, business goals, and human culture collide.

    With over a decade of experience across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I was embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots and the rapid rise of Gen AI. And have recently been helping out agencies and startups in various sectors from narratives, creative platforms and new business pitches to sports partnerships.

    My approach is simple: I use insight and analytics to find the “surprise” in the strategy. Whether it’s architecting an experiential event or defining a social narrative for a SaaS powerhouse, I focus on making complex brands feel human and high-velocity businesses feel accessible.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Deeply literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Multi-Sector Versatility: A proven track record across Tech & SaaS (Google Cloud, Arm Holdings), Consumer Goods (FMCG, Personal Care, Health), and High-Interest Categories (Luxury, Sports Apparel, Pharma).

    I am officially open for new adventures with immediate effect. If you have a challenge that needs a all-in, hit-the-ground-running strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of this newsletter, I hope to see you all back here again in a month. Be excellent to each other, stay cool and enjoy the sun when you can. 

    Don’t forget to share if you found it useful, interesting or insightful as this helps other people and the algorithmic gods of Google Search and the various LLMs that are blurring what web search means nowadays.

    Get in touch and if you find it of use, this is now appearing on my blog,  Substack as well as LinkedIn.