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.
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 become un-investible? The Chinese economy is very different, but recognisably similar. Investment into China boils down...
Recently I wrote part 1 of this article in the hope that with the coming of a new presidential administration we can start to think rationally about dealing with what is a tricky...
US-China relations have an incredibly complicated history that dates back many years to when the United States first interacted with imperial China. There have been some periods...
The Roaring Twenties hold a certain nostalgia in the collective American mindset, harkening back to the days of flappers, speakeasies, and the headiness of the economic boom that...
As 2021 begins, the real estate world is starting to process and plan for the achievement of herd immunity in the United States – the moment when transmission of covid-19 cases...
The paper of record in 2020 shifted dramatically to the most illiberal stance possible on the virus, pushing for full lockdowns, and ignoring or burying any information that...
The US Dollar Index has fallen almost 6% since its March 2020 highs. This is no surprise given the sheer scale and speed of the Federal Reserve’s response to the pandemic – a $3...
Last week witnessed a feeding frenzy from the crème de la crème of Wall Street’s smart money (and some Dubai’s smart money LOL!) to be part of the private market financing of...
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...
The rise in gold prices to $1750 an ounce, as I write, makes impeccable macroeconomic sense. After all, the Federal Reserve has increased its balance sheet by 65% since March...