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.
Originally published October 2021. The returns are still valid. Looking at the global investment landscape today, there is a gaping hole where dependable fixed interest assets used to be. Successive rounds of central bank purchases have annexed much of the territory that pension, life insurance...
The political drama in Westminster last week was pure Sophocles, as nemesis gutted Boris Johnson’s hubris. Boris Johnson’s agenda for a “do or die” hard Brexit was killed by two...
Wall Street folklore contends that four data points reflect the interrelationship between the price of money, interest rates, the price of currency (US Dollar Index), the price...
Saudi Arabia plans to accelerate the IPO timetable for Saudi Aramco, the kingdom’s flagship state owned oil and gas monopoly that happens to be the world’s most profitable...
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...
Brent crude oil plunged almost 4% from $67 to $63.50 a barrel after both President Trump and Secretary of State Mike Pompeo signaled progress in reducing geopolitical tensions...
I had recommended buying the Indian rupee at 69.25 as I expected the Union Budget to focus on fiscal prudence since the BJP’s landslide election win meant Prime Minister Modi did...
I had originally recommended Oracle as a turnaround candidate but the slow growth of its legacy database business and execution missteps in its transition to cloud computing...
The S&P 500 index trades at 2990 as I write. The risk-reward calculus on the broad index no longer flashes a buy signal to me. The economic data around the world has...
The crypto-bulls have regained their mojo now that Bitcoin is at $11600, though $2000 below its most recent peak. While financial history tells me parabolic moves always end in...