Serious investment thinking that doesn’t take itself too seriously.
This article was originally published August 2023. The coronavirus pandemic inevitably prompts thoughts of previous pandemics that have afflicted this country. In terms of the proportion of the population that died, and its social, economic, and psychological impact, the most devastating of these...
Originally published December 2022. Investors should be concerned about socio-political development in China as it has profound economic and geopolitical implications that will...
Originally published October 2022. How it could elevate role of Vietnam and robotics in global supply chain China’s population reached 1.45 billion in 2022 and is forecast to...
Originally published May 2023. Emergence of new currency blocs will change everything There is a growing feeling that the economies of the west are going through some form of...
Originally published June 2023. When the shōgun of value investing in Japan says "jump," my only possible response is "Hai, sensei! How high?” So, it is no coincidence that when...
Originally published June 2023. Is anyone else uncomfortable with the recent legal judgement that says the Ministry of Defence (MOD) can enfranchise 8 “test properties” from the...
This article was originally published in October 2019. Saying I favour a no-deal Brexit in order to buy property cheaply after a resulting crash was wrong – and illogical....
Originally published June 2021. What do you mean, which boat race? There is only one: the Oxford Cambridge Boat Race on the Thames. The Boat Race experience is binary. Seven...
Originally published February 2021. A novelist in our post-God world where ideology has so often replaced faith, and where the very value of truth and what constitutes betrayal...
Originally published February 2021. Messing about in boats, you come across all kinds of creatures – but it’s not the wild ones that chew your ear off. Beavers do extraordinary...