Articles tagged with “kitchen-notes”
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...
Market Review and 2021 Outlook
Investment markets performed particularly strongly during the last quarter of what was an extraordi...
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...
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...
The Storm Before the Calm
“The Storm Before the Calm” is a most worthwhile read. I have long been a subscriber and avid reader...
Episode 9 – Questions, Questions, Questions
Are Bond markets starting to tell us something about the divergent pace of economic recoveries aroun...
Notes from the kitchen - Episode 8 -Taking Stock
Taking stock - As we head towards Q3 reporting, a few numbers to think about
Notes from the kitchen - Episode 7
Strange week for sector correlations, with bombed out US Value names bid (S&P 500 Airlines index up...
Notes from the kitchen - Episode 6
It’s been hovering in the background for a while, but is it time for us to start worrying about BREX...
Notes from the kitchen - Episode 5
Present Market Capitalisation of FTSE 100 Index