Serious investment thinking that doesn’t take itself too seriously.
Our man in the desert looks across all asset classes to give his opinion on the market trends and stock picks.
I almost never watch Prime Minister’s Questions, but led there by another topic, I found myself hearing the Prime Minister (8th January 2025) confirm the repurchase of some 36,000 homes for the Ministry of Defence, claiming the saving of some £230 million per annum in rent. He did not explain...
Hundreds of tonnes of gold - so much so that there is now something of a shortage in London - have made their way across the Atlantic to the US to get ahead of Trump tariffs....
A bold prediction, to say the least. If you looked at Europe in the mid-1600s, you would probably think something along the lines of “Wow, these guys are not going to make it.”...
We live in a world of virtual reality: virtual conversations, virtual relationships, virtual work, and virtual leisure. Artificial intelligence is on a mission to replace us all...
Originally published July 2021. “Let China Sleep. When she awakes, she will shake the world…” This Morning: The media is full of China noise – does the rising tension mean it may...
Originally published October 2021. The returns are still valid. Looking at the global investment landscape today, there is a gaping hole where dependable fixed interest assets...
Originally published September 2021. Building a commitment to egalitarianism on our genetic uniformity is building a house on sand.– Paige Harden Paige Harden is a University of...
Originally published October 2021. It shows just how hard it will be to reach net zero. As the world prepares to discuss more aggressive cuts to carbon emissions at the...
Kicking good sense out of touch. For most of us, the pursuit of profit has been the primary driver of our businesses. Recently, a new constituent has emerged in the form of...
Everyone is talking about inflation. And rightly so. The consumer price index (CPI) grew by 5.4% from June 2020 to June 2021. That is a far cry from double-digit inflation....