Serious investment thinking that doesn’t take itself too seriously.
There are a number of reasons for the current litany of gloom about China, but the actual state of the economy is way down the list. This is primarily because narrative and emotion dominate facts in the short- and medium-term. The narrative on China has undoubtedly taken on a powerful...
Introduction I think that it is fair to say the effect of the coronavirus worldwide is something that is unprecedented in our careers. I know that there are a few survivors of...
It is generally perceived that as you build up your credit history, financial portfolio and investment experience, you’ll be better positioned to access and successfully receive...
Without wide-scale testing, the extent to which the virus remains a threat can never be known. Governments across the globe are therefore formulating policy responses to Covid-19 based on woefully inadequate information.
This morning has seen a does of economic news from the epicentre of the current pandemic and hence crisis which is China. This is keenly awaited as we see how the economy...
Investors who rely on dividends for a large part of their income should prepare for significant dividend cuts and suspensions in 2020.
In most corrections and market crashes, dividend investors are able to shrug off paper losses but in the current crisis that may not be so easy.
The correct use of language may not appear to be a priority in our straitened circumstances, but the misuse of technical terms has a capacity to spread confusion and...
All leaders, not just generals, tend to fight the last “war.” All readers of Hayek know why: they feel compelled to promulgate a response but lack sufficient information to make...
The Covid-19 crisis is a tough time for everybody: family, friends, business, we’re all suffering in different ways. In England people are only just having to get used to living...
The Covid-19 crisis is approaching its economic peak. Companies are in shell-shocked reaction mode. Yet that instinctive reaction – locking away cash – might well be the worst possible thing they could do.