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.
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 environmental, social and governance considerations, ‘ESG’. This new ‘stakeholder’ does not have profit as its primary...
Weebles Wobble but they don’t fall down..” In the headlines this morning Blain’s Financial Porridge Podcaston Website (Subscribe to Audioboom podcast or go...
Brent crude oil plunged almost 4% from $67 to $63.50 a barrel after both President Trump and Secretary of State Mike Pompeo signaled progress in reducing geopolitical tensions...
I had recommended buying the Indian rupee at 69.25 as I expected the Union Budget to focus on fiscal prudence since the BJP’s landslide election win meant Prime Minister Modi did...
I had originally recommended Oracle as a turnaround candidate but the slow growth of its legacy database business and execution missteps in its transition to cloud computing...
The S&P 500 index trades at 2990 as I write. The risk-reward calculus on the broad index no longer flashes a buy signal to me. The economic data around the world has...
The crypto-bulls have regained their mojo now that Bitcoin is at $11600, though $2000 below its most recent peak. While financial history tells me parabolic moves always end in...
Nonfarm payrolls rose to 224,000 in June, the highest since January, thus popping the bond market consensus that the Federal Reserve would turn ultra-dovish at the July FOMC....
Widespread disaffection, income-inequality, Brexit and Donald Trump – will it get better? I sense that summer 2019 in London is going to be a disruptive hell. Climate change...
Governor Chris Patten and the Prince of Wales watched forlornly as the Union Jack slid down its flagpole for the last time as Hong Kong morphed from Her Majesty’s Crown Colony to...