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.
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 with avatars: bright, shiny versions of ourselves. Central banks have been busy creating a virtual financial world,...
Portugal has been a fabulously profitable market for a few prescient real estate investors from the UAE since 2015, with close friends telling me that prices of their apartments...
Libya, more than any other province of the kingdom of black gold apart from Iraq, has been a tragic victim of the “oil curse”. Libya possesses 48 billion barrels of proven crude...
The unthinkable has finally happened in a secretive central bank’s digital ledger in the heart of Beirut. The rating agency Fitch predicts imminent default on Lebanon’s sovereign...
It was the best of times, it was the worst of times. Charles Dickens’s chronicle about Paris and London at the time of the French Revolution in the 1790’s captures my feelings...
I have been thinking a lot about the James Bond villain Auric Goldfinger in 2019 – and why not? Spot gold has generated a stellar 17% profit in 2019 to date, despite King Dollar,...
I was a tad unnerved by the thousands of views and hundreds of responses to my article that “This crazy bull market will crash and die in 2020”. Guess what? The Dow is down 700...
November was a beautiful month for bulls on the North Sea Brent futures contracts traded on the London IPE and Chicago Merc. After all, Brent crude surged from $58 in late...
Trading sterling based on the eccentricities of UK polling data has been historically a mug’s game – an existential reality magnified by the traumatic fall in cable after the...
I had recommended SAP shares at €82 in the Gulf financial press in early 2018 as its then CEO Bill McDermott committed the firm to the digital transformation of the UAE at...