Serious investment thinking that doesn’t take itself too seriously.
Our man in the desert looks across all asset classes to give his opinion on the market trends and stock picks.
Kicking good sense out of touch. For most of us, the pursuit of profit has been the primary driver of our businesses. Recently, a new constituent has emerged in the form of environmental, social and governance considerations, ‘ESG’. This new ‘stakeholder’ does not have profit as its primary...
Had history been democratic, their would have been no farming or industrial revolution.. ” In the headlines this morning Apologies for lack of Porridge last week.. But, even from...
“Dydd Gwyl Dewi Hapus” In the headlines this morning... A moment of frostiness in the Blain household this morning after I failed to provide my very Welsh...
Big might be beautiful… but not always” In the headlines this morning... Lots of stuff for today… Kashmir, Brexit Shenanigans, and where next on trade negotiations… but let’s...
“Just do the right thing – whatever it might be…” In the headlines this morning... I’ve attached a photo illustrating just what a fantastic weekend it was – but sailing under...
“She was a Stradivarius of an Airplane!” In the headlines this morning... Some marvellous stuff in the papers this morning and on the screens – slight delay to the porridge this...
“Lenin was right. There is subtler, no surer means of overturning the existing basis of society than to debauch the currency.” In the headlines this morning... I must post this...
“A February Super Snow Moon? Its warmer than a Scottish Summer out there...” In the headlines this morning... I note with some delight Bernie Sanders plans to stand for US...
“Any customer can have a car painted any colour they want, so long as it is black.” In the headlines this morning Reasons to be cheerful….? Can’t really think of anything this...
“Once I built a tower, now its done, Brother, can you spare a dime?” In the headlines this morning Another fascinating weekend… It’s a holiday in the US, and much of UK is off...