July 8, 2025
Of Fear, Opportunities, And The Dalio Cycle
The last quarter began with sharp falls in financial markets then bounced back to around…
April 15, 2025
Are You Feeling Lucky?
In more than three decades of explaining “risk” to clients we pointed out that sometimes…
April 7, 2025
Trump Pricks Bubble
In the last two commentaries we said that we can’t eliminate the potential for Trump…
March 7, 2025
Keep Calm And Carry On
Last month we noted that something very positive was occurring in the investment world, and…
February 4, 2025
Bubble Trouble
That hissing you can hear is the air coming out of the AI bubble. On…
July 8, 2024
UK Election, Reasons To Be Cheerful
In late October financial markets came back from the brink of very sharp falls. Optimism…
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,…
