Serious investment thinking that doesn’t take itself too seriously.
I was an infant when Allied forces crossed the Channel and landed at Normandy in 1944 and none of my uncles were there. The only D-Day vet I knew was my high school biology teacher Lyle Bradley who dove into a foxhole under enemy fire and two men fell on top of him, both dead, who shielded him...
Even for the most absentminded amongst us (myself included), life offers unforgettable moments. Some are historically and globally impactful: Neil Armstrong’s ‘giant leap’, the...
After the shock of COVID-19, the U.S. industrial market is expected to bounce back stronger than previously forecasted. In fact, demand will more than triple the previous...
As a former infantry officer, then international businessman, Parish Priest, and Chaplain to both metropolitan and county Police Forces, I have seen much of what works and what...
Call it what you will. The Covid-19 pandemic. The Great Lockdown. The Coronavirus Recession. Whatever label you give it, it remains unprecedented. Never in history has more than...
The effects of the COVID-19 pandemic on German real estate began to be quantifiable in April, according to new figures released by property advisor Savills, and based on research...
Assuming the U.S. elections still happen in November 2020– how might that affect the U.S. economy and investment returns going forward? While no one can yet predict...
Once a month we will bring you an interesting chart with a short commentary. Our aim is to illuminate the corners of financial markets. This time really is different - US...
Why understanding the sequence of investment returns is so important For investors, the order in which returns arrive can make the difference between success and failure. Imagine...
Blain's Morning Porridge - June 10 2020: A Wicked Game “It’s strange what desire will make foolish people do..” Where do financial markets go from here? Yesterday headlines were...