Serious investment thinking that doesn’t take itself too seriously.
Originally published 16 March 2021. Being a child in the 1960s was Utterly Brilliant. It was all so exciting – because we all knew we were going to space. The theme music from...
Originally published November 2021. The UK’s success at the Tokyo Olympics has been a ray of sunshine in an otherwise dismal dank summer. The feel-good effect could be long term...
Originally published November 2021. Back in the mists of my own pre-history, I was given the The Big Book of Egypt on an early birthday. It was full of drawings, diagrams and...
Originally published March 2021. The collapse of Greensill involved a predicable cast of unwise enablers, but it should serve as a warning to the growing number of alternative...
Originally published April 2021. Markets were shaken but unstirred by the collapse of Greensill and the Archegos unwind trades. Credit Suisse is the ultimate loser of the two...
Originally published in April 2021. “Daddy was a bankrobber, but he hurt nobody. He just liked to live that way, stealing all your money…” As Greensill and Archegos roil markets...