Serious investment thinking that doesn’t take itself too seriously.
When I was on honeymoon in Venice, I spotted a pair of Chinese dragons, one chewing a toenail and the other picking its nose. Smart shop, Grand Canal – my wife, Jane, and I set...
When I was a boy, there was a programme on the telly where a smiley Arthur Askey interviewed ‘ordinary people’. It was more of a challenge than a conversation – if the...
Coronavirus was the catalyst for the market turmoil, but it was the pathology of the financial world, and its interaction with the markets – not a prediction of a pandemic –...
When the elements speak, elemental forces are unleashed, and it is important, in the middle of this storm, to capture the right tone of voice. Any false attempt to give...
The markets go from strength to strength as the real world around them struggles to stay standing – surely this can’t last? There’s a childhood game, whose name changes each...
There’s a childhood game, whose name changes each generation – currently called Jenga. It starts as a wall of wooden bricks, and successive players remove individual pieces until...