Serious investment thinking that doesn’t take itself too seriously.
Market View – Risk is a four letter word - but then so is ruin! Trading the financial markets has taught me that often what Dr. Kissinger (or Sun Tzu, Von Clausewitz and Lord...
While the Federal Reserve did not raise the overnight borrowing rate at the August FOMC last week, I was chilled to read the US central bank explicitly describe the economic...
Gold has fallen to 1231 an ounce. The Chinese yuan has depreciated to 6.76 and triggered a Black Death in emerging market currencies. Copper has fallen 18% in the past month....
Barclays was a traditional, Quaker High Street clearing bank whose roots in Britain and its colonies literally went back centuries. The bank was a traditional and commercial bank...
There was nothing surprising about the reelection of Turkish President Recep Erdoğan’s victory with even more concentrated executive power and his Justice and Development (AKP)...
Market View – The tragedy, destiny and endgame of Abraaj Capital F. Scott Fitzgerald, the literary king of Jazz Age New York, and the author of the Great Gatsby, wrote “there...