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.
Monetary policy isn’t about interest rates. It’s about money. Specifically, it’s about the supply of money relative to the demand to hold it. But you wouldn’t know that from financial journalists’ constant focus on interest rates. Sentences like “The Federal Reserve lowered interest rates today”,...
The Uber IPO is absurdly overvalued on NASDAQ Uber Technologies goes public in the most controversial and global tech IPO since Facebook seven years ago. Uber bulls claim...
It is insane for sophisticated investors to put savings in illiquid, high risk, brick and mortar property in the GCC with volatile rental yields, rules biased in favour of...
While China is up a stellar 30% since New Year’s Day 2019 and the post Bolsonaro rally in Brazil has been a license to print money in the Bovespa, the broader emerging markets...
“Please… make it stop… ” In the headlines this morning... In the news this morning we’ve got a raft of stories to wake up and think about. Yesterday’s hotly anticipated US...
“Anything of yours is mine, and what is mine me’s own..” In the headlines this morning... What next for this sad benighted isle? The one thing certain is more Brexit uncertainty....
In the headlines this morning... This is the day the UK isn’t exiting Europe. Surprised? Not really. Think I’ll try something different this morning - a review of the week...
“Only the guy who isn't rowing, has time to rock the boat” In the headlines this morning... Apologies to anyone trying yesterday to link to Shard’s March 2019 Alternative Asset...
Why that’s absurd, the wing is on the bird..” In the headlines this morning... Spring has sprung, and it was a fantastic weekend – attached photo of she-who-is-now-Mrs-Blain...
“On the wings of a snow-white dove, he sends his pure sweet love, a sign from above….” In the headlines this morning... To make it easy, the lyrics this morning are from...