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. It shows just how hard it will be to reach net zero. As the world prepares to discuss more aggressive cuts to carbon emissions at the UN’s COP26 climate conference in Glasgow, China has just sent out the worst possible advance signal. It is going...
“Every unresolved problem eventually creates something worse to solve it…” In the headlines this morning... I switched on the TV this morning and watched Naga sitting on the...
Citigroup, the third largest US money center bank, owns subsidiaries in Latin America whose pedigrees go back almost a century. For instance, Banamex, Citi’s subsidiary in...
Despite the global fame of its brand ambassadors Leonardo DiCaprio and Snoop Dog, Alternative faux meat specialist Beyond Meat (symbol BYND) electrified Wall Street with its...
The Uber IPO is absurdly overvalued on NASDAQ Uber Technologies goes public in the most controversial and global tech IPO since Facebook seven years ago. Uber bulls claim...
It is insane for sophisticated investors to put savings in illiquid, high risk, brick and mortar property in the GCC with volatile rental yields, rules biased in favour of...
While China is up a stellar 30% since New Year’s Day 2019 and the post Bolsonaro rally in Brazil has been a license to print money in the Bovespa, the broader emerging markets...
“Please… make it stop… ” In the headlines this morning... In the news this morning we’ve got a raft of stories to wake up and think about. Yesterday’s hotly anticipated US...
“Anything of yours is mine, and what is mine me’s own..” In the headlines this morning... What next for this sad benighted isle? The one thing certain is more Brexit uncertainty....
In the headlines this morning... This is the day the UK isn’t exiting Europe. Surprised? Not really. Think I’ll try something different this morning - a review of the week...