Articles in the “Investment Insights” Category
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Rate Expectations
As we approach the end of the third quarter of 2021, an early autumnal storm of COVID, BREXIT, Chine...
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Averaging Down
A tweet handle, and subsequent Bloomberg news headline, that flashed across our terminals on 7 Septe...
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An Introduction Into the World of Crypto
What is Cryptocurrency? Simply put, cryptocurrencies (or ‘crypto’) are digital forms of currencies...
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The Manchurian Candidate
For younger readers, The Manchurian Candidate is a novel by Richard Condon, first published in 1959...
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Watermelon Sugar High
The U.S. stock market in particular has been behaving a bit like a child on a “sugar high”. Too many...
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SOUL II SOUL – “BACK TO LIFE”
The game is up for GameStop. The whole GameStop story was fascinating. A story of the “little inv...
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Capitalism Without Capital
“Capitalism without Capital” is a book that has deeply influenced my thinking. The book sums up the...
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The View from Asia: Covid Catapult
For many, the passing of 2020 will have evoked a sense of welcome relief, less ‘adieu’ and more ‘goo...
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A Long-Term Diagnosis
As we start to assess the events of 2020, the over-riding feeling is a sense of relief, not just tha...
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Market Outlook Part 2
In March of this year, when stock markets were down -30%, and oil down -60%, year to date, I wrote a...