Serious investment thinking that doesn’t take itself too seriously.
Broad money growth has touched record lows in China and remains weak in Japan. By contrast, India continues to have strong money expansion, money growth, driven by surging private sector demand for bank credit. In the UK and the Eurozone money growth is sluggish, but it has at least been positive...
UK Automotive Industry Like all industries, the UK automotive sector has been negatively affected by the global pandemic. While a disruption to a highly efficient supply chain is...
Even before the crisis we remain engulfed in, there were those so distrustful of China’s actions and ambitions, they demanded the UK keep it at a long arms-length. So much so in...
Why understanding the sequence of investment returns is so important For investors, the order in which returns arrive can make the difference between success and failure. Imagine...
One of the first things that we learn in life is the alphabet. Through it, we form words and are able to communicate with one another using a common...
Coronavirus was the catalyst for the market turmoil, but it was the pathology of the financial world, and its interaction with the markets – not a prediction of a pandemic –...
Michael Levitt is Professor of computer science and structural biology at Stanford Medical School and winner of the 2013 Nobel Prize in chemistry. He has been a close observer of...
The policy response to COVID-19 has been extreme by most past standards. A simple look at the data tells us where we are concerning the past. What caused this response - I will...
A TV series about a struggling lawyer gives us some clues on what the post-Covid office might look like. The announcement by Twitter that it will no longer oblige...
It’s a bit of a bold statement, but before we talk about why, let’s first of all go through what’s in it. The black line is my composite valuation indicator for...