I’ve tended to avoid the hype around the impending hydrogen revolution. It’s not that I don’t think that hydrogen has a role to play – in fact, I’m going to point to a research report that very sensibly maps out… Continue reading →
Just finished reading a brilliant research note (or demolition job, depending on your views) on digital currencies and bitcoin specifically by analysts at BoA. Its called Commodity Strategist – Bitcoin’s dirty little secrets and I wish I could offer a… Continue reading →
Very excited to report that we launched FutureFoodFinance today! This is my new blog focused entirely on the food revolution underway and the rise of everything from Cultured meat through to carbon sequestration and plant biotech, taking in a hefty… Continue reading →
We’re now roughly nine months since I launched my watch list portfolio of alternative funds and overall I’m still looking at an average increase of around 18.48% across the 11 ideas and total returns that are over 22% (including dividends)…. Continue reading →
Time for some honesty today. So far, my hope that emerging market equities might be well-positioned to outperform US equities has been totally wrong. EM equities are having a tough time despite a weaker dollar, with most investors worried by… Continue reading →
Regular readers will know by now that I think probably the biggest global trend of the next decade or so is the retooling and reshaping of the food chain. A whole bunch of new processes at work, coalescing around Agtech,… Continue reading →
The latest edition of the Credit Suisse Global Investment Returns Yearbook 2021 by Elroy Dimson, Paul Marsh, and Mike Staunton has just been released, and as we’ve all come to expect it contains a veritable treasure trove of revealing financial… Continue reading →
Pineapples. Like many, I never realized that Taiwan produced lots of them. Then again looking at the map, you suddenly realize that this island state (?) is much more tropical than I first thought. Until recently, it sent many of… Continue reading →
It was, I suppose, inevitable that the great ESG tumult of corporate moral righteousness would finally result in the triumph of the bureaucrats. To be clear, I support some of the objectives of the ESG lobby, especially around a) radical… Continue reading →
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