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...
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...
“Only the guy who isn't rowing, has time to rock the boat” In the headlines this morning... Apologies to anyone trying yesterday to link to Shard’s March 2019 Alternative Asset...
Why that’s absurd, the wing is on the bird..” In the headlines this morning... Spring has sprung, and it was a fantastic weekend – attached photo of she-who-is-now-Mrs-Blain...
“On the wings of a snow-white dove, he sends his pure sweet love, a sign from above….” In the headlines this morning... To make it easy, the lyrics this morning are from...
“There seem to be more banks in Germany than bicycles in Beijing…” In the headlines this morning... Unfortunately, a number of readers responded to yesterdays...
“II have not failed, I’ve just found another way that doesn’t work...” In the headlines this morning... For Non-British readers who are perhaps unfamiliar with the...
“It’s the edge of the world and all of western civilization, the Sun may rise in the East at least its settled in a fine location..” In the headlines this morning... What a...
“Education is the most powerful weapon which you can use to change the world.. ” In the headlines this morning So much stuff going on.. it’s shaping up to be a very interesting...
In the headlines this morning One of our traders was dragged screaming and foaming at the mouth from his desk this morning. As we gently strapped him up in the office...