The Analyst
7 tariff charts and why US must get Greenland
In case you missed it, Trump put the screws to China, while giving the rest of the world another 90 days to negotiate. Negotiate what? Unclear, but Random Walk thinks it’s some combination of...
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Investor's Notebook
Be more Myles Lewis-Skelly
Sometimes it feels that waiting for the capital market recovery is like waiting for Arsenal to win the League. Each of the last two seasons we have started with high hopes in our...
The Fund Manager
Cheap doesn’t always mean value
In a recent LinkedIn discussion, I quoted the classic Howard Marks line: “There’s no asset so good that it can’t be overpriced and become a bad investment, and there are very few...
The Analyst
Sentiment can be overrated: Trust cannot
Generally I am only a modest believer in the role of sentiment in foreign affairs. Things like pride, hurt feelings, etc can make a difference (more than realists understand, for...
The Economist
The Rolex problem: UK manufacturing
As “problems” go, being told you are on a very long waiting list to buy an expensive Rolex, is up there as the foremost, of first world “frustrations”. Well, we need keep the...
The Analyst
7 tariff charts and why US must get Greenland
In case you missed it, Trump put the screws to China, while giving the rest of the world another 90 days to negotiate. Negotiate what? Unclear, but Random Walk thinks it’s...
Head Of Research
British steel: Nobody joined the dots
“The finest steel goes through the hottest fires. It feels no pain, no pity, no remorse, but stays sharp and ready.” After the last few weeks of tariffs, Trump and tech...
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