Serious investment thinking that doesn’t take itself too seriously.
After reaching extraordinary valuations, zeitgeist stocks are yet to return to reasonable levels. In the classic Christmas film Miracle on 34th Street, Kris Kringle is on trial...
Surfing a wave of institutional adoption... and liquidity. The best investments are often the least comfortable ones. This is certainly the case with our decision to add bitcoin...
“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around...
Originally published in March 2021. Like many readers, I took advantage of the best snow in years to go sledging with my daughters. As Daddy bombed down the hill like Bowser in...
The consensus is that we are in a K-shaped recovery – that means winners and losers. We are not all in this together. The unique shape of the covid-19 crisis and accompanying...
This article was originally published in March 2019. Over almost 30 years UK house price gains have outperformed the best of British businesses. What next? Index performance...