Serious investment thinking that doesn’t take itself too seriously.
Global financial markets seem increasingly disconnected from real world events – keep your eyes on the macro trends I’ve spent 35 years in finance, and much of the market...
Why did the Fed Ease? Last night’s Fed decision was anything but unanimous with 10 of the 17 members dissenting – views ranging from no cut to a larger ease. Powell...
“Sophisticated investors buy negative yielding bonds – are you not a sophisticated investor?” What madness will today bring? From up in the Shard’s Eyrie in the Walkie...
Weebles Wobble but they don’t fall down..” In the headlines this morning Blain’s Financial Porridge Podcaston Website (Subscribe to Audioboom podcast or go...
Widespread disaffection, income-inequality, Brexit and Donald Trump – will it get better? I sense that summer 2019 in London is going to be a disruptive hell. Climate change...
“I know of no country in which there is so little independence of mind and real freedom of discussion as in America.” In the headlines this morning Subscribe to podcast Happy...