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A tale of two Josephs

by Michael Shaoul | Sep 22, 2021 | Golden Oldie, The Fund Manager

The Biden administration may yet rue its tax and spend agenda. Writing a year ago, during the uncertain early days of the pandemic, we predicted that the US government would come to the rescue of the private sector in a manner that was likely to be transformative to...

Yes, yes, of course we understand the risk of overconfidence

by Stephen Ryan | Sep 20, 2021 | The Analyst, zOurWriters1

Overconfidence can be ruinous in real estate and elsewhere. Overconfidence is a cognitive error that we make routinely. It’s the tendency to hold a false assessment of our skills, intellect or talent. Take this article, for example: I expected to write it in about...

Women: Don’t read this, for men only

by Garrison Keillor | Sep 20, 2021 | The Storyteller, zOtherDiversions

Maybe it’s just me, but I have a nagging feeling that my gender, which once was fairly successful – Jonas Salk, Saul Bellow, Lowell Thomas, Tom Jones, the list goes on – is sagging and sinking, uncertain about changing norms of behaviour, and we don’t whoop and holler...

What I’ve learned about Latin American investors

by Joshua O’Malley | Sep 16, 2021 | Golden Oldie, The Analyst

Originally published February 2021. That I have worked and lived on three continents has given me the chance to create amazing relationships with many different people and cultures, and more importantly, to develop the ability to put things into perspective and...

If the Bank of England does not raise interest-rates in response to 4% inflation, when will it?

by Shaun Richards | Sep 15, 2021 | The Economist, zLead Article, zNewsletter

This morning has seen something of a different event, but it has given us an insight into the thoughts of the Bank of England. This is because QuickBooks arranged an ‘Ask the Expert’ session with Michael Saunders of the Bank of England on YouTube. Let us...