Serious investment thinking that doesn’t take itself too seriously.
I’ve been viewing houses this past fortnight, so I thought I’d share my anecdotal 2p on the state of the London property market. I’m looking in Brockley, SE4, which, if you don’t...
How much of the yellow metal does the US actually have? Two rumours have been swirling around the gold markets for many years. Some have called them conspiracy theories. Others...
Hundreds of tonnes of gold - so much so that there is now something of a shortage in London - have made their way across the Atlantic to the US to get ahead of Trump tariffs....
Short the Bureaucrats, Long the Boom. Argentina, America, and the Path to Prosperity. "It was the best of times, it was the worst of times, it was the age of wisdom, it was the...
The idea of Central Bank Digital Currencies (CBDCs), money that governments and their planners will be able to programme, rightly fills many of us with an Orwellian sense of...
Identifying long-term patterns in markets is easy, acting on them is something else ‘The wheel is come full circle,’ commented Shakespeare’s Edgar on the carnage that surrounded...