Articles tagged with “kitchen-notes”
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Thinking the Unthinkable
Investors put their capital at risk. As portfolio managers, we attempt to manage that risk by invest...
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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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Can’t Stop, Won’t Stop, GameStop!
The chart above shows GameStop Corp’s parabolic rise YTD, catapulting the stock from being considere...
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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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Market Review and 2021 Outlook
Investment markets performed particularly strongly during the last quarter of what was an extraordi...
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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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Episode 9 – Questions, Questions, Questions
Are Bond markets starting to tell us something about the divergent pace of economic recoveries aroun...
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Notes from the kitchen - Episode 8 -Taking Stock
Taking stock - As we head towards Q3 reporting, a few numbers to think about