Serious investment thinking that doesn’t take itself too seriously.
If you think about German banking, your first thoughts are likely Deutsche Bank’s history of negative headlines and crashing stock price over the last many years. There is a...
Blain's Morning Porridge - June 10 2020: A Wicked Game “It’s strange what desire will make foolish people do..” Where do financial markets go from here? Yesterday headlines were...
My world: June 2021… This is part of a series of articles where our contributors describe how they think things will look a year from now. Permanent QE keeps stock markets...
Pumping cash into the economy was meant to make us all better off. Instead the money got locked into stocks and bonds to enrich the wealthy, while austerity made everyone else...
A few years ago I was on Bloomberg one morning and said something like, stocks looked overly expensive and should be due a correction if it wasn’t for the support they were...
It’s going to be relatively short comment today – I just spent the last 1 ½ hours standing all the way from Southampton to the City. SouthWest Rail decided to reduce the...