One of the consistent ideas that emerge from credible Marxists critics of the capitalist system – I’m thinking people such as Chris Dillow and Paul Mason – is that the modern global economy is suffering from a worrying slow down… Continue reading →
First off, a cracking comment which well and truly put a smile on my face this cold January morning. As you know, there are many very intelligent investors out there who are trying to mount the argument that digital currencies… Continue reading →
One of the most interesting and rewarding specialist income funds has been the diminutive and low profile EJF. This little known London listed fund invests in CDOs issued by small or community banks as well as insurance companies. These static… Continue reading →
Just a quick reminder today to sign up for my next event, on the investment implications of Decarbonisation. We’ve got a whole bunch of great speakers who will be announced later this week ! Event details: When: Feb 11th from… Continue reading →
Before I indulge the growing legion of equity bulls with yet more upbeat news about global money flows two curious side observations. First off Investors Intelligence reports that the Australia ASX 200 index has made a short-term high at 6903.67…. Continue reading →
Funny how niche markets can turn from hero to villain almost overnight. The cannabis sector was like crypto, a growth sector that could do no wrong. And then it all went a bit, Pete Tong. That doesn’t mean it’s gone… Continue reading →
There’s a general tendency amongst investors – and investment commentators – to be cautious about prospects for the new year. I, like most people, tend to invoke words like late cycle or fully valued which tends to signify a high… Continue reading →
I’m just about to put the finishing touches to a new event I’m moderating on February 11th in the afternoon, at Havas’ wonderful Kings Cross offices. It’s all about the investment implications of Decarbonisation and it’ll be an invite-only (free)… Continue reading →
I think its fair to say that we’ll probably look back on 2019 as one of the better years, or perhaps more accurately the year that surprised us all. Personally I thought, as we are late cycle, it would be… Continue reading →
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