January 18, 2024
They Think It’s All Over
In late October financial markets came back from the brink of very sharp falls. Optimism…
October 13, 2023
And all at once Summer collapsed into Fall
In recent weeks you might have spotted scary headlines proclaiming that just ahead lies a…
May 5, 2023
The Great Unravelling; Yet Hidden Opportunities
This runs a bit longer than usual, but a lot has been happening. We will…
February 8, 2023
Mania Simmers, Risks Grow, Yet Opportunities Persist Too
In December 2022 we said: “If you took a strong view on markets in 2022,…
December 7, 2022
Good Riddance To A Roller Coaster Year
This update runs longer than normal. There is a lot happening! 2022 has been a…
December 6, 2022
The Power of Doubt Summer 2022
As we say at the end, you must avoid falling victim to our craving for…
December 6, 2022
Who Can You Trust In An Age Of Fake News And Fake Experts?
Trust is at the heart of everything we do, but not all apparent experts can…
December 6, 2022
What Is A Superbubble? Be Afraid
At a high level we often talk about the need for any successful investment strategy…
