Articles in the “Investment Insights” Category
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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...
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The Storm Before the Calm
“The Storm Before the Calm” is a most worthwhile read. I have long been a subscriber and avid reader...
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It's All in the Mind
Reaching a decision to invest one’s capital in any asset is a complex process and we all have our pa...
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Immunisation Time?
The run-up in equity markets in recent weeks on the announcement of imminent COVID vaccination avail...
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Does it Matter?
The 2020 U.S. presidential election has been a drawn out, acrimonious affair for everyone, no matter...
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99 Red Balloons (well, 6 actually)
The US market has sold off by approximately 6% since its October highs sparked by rising Covid cases...
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Pointing in the right direction
The way in which the Federal Reserve has attempted to combat the economic effects of the coronavirus...