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INSIGHTS
We look at everything, so you don’t have to. We keep you updated on anything that we feel is important, provide insights on all that is relevant, and seek to educate on the things that matter.
LATEST WEBINAR
Blu Market Briefing - New World Order
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Archegos and the Blue Light Special
Why you should never risk thy whole wad. People seem to always confuse trading and investing. Ultimately, it comes down to the same thing...
Apr 6, 20212 min read
Archegos and the Blue Light Special
Why you should never risk thy whole wad. People seem to always confuse trading and investing. Ultimately, it comes down to the same thing...
Apr 6, 20212 min read
Ten Fearless Predictions
Why we all need a bit of fun. As we have often said, our investment philosophy is not mired in the prediction game. That is because...
Mar 15, 20213 min read
Ten Fearless Predictions
Why we all need a bit of fun. As we have often said, our investment philosophy is not mired in the prediction game. That is because...
Mar 15, 20213 min read
Inflation and The Lithuanian Lion
Why good things come to those that wait. When looking at long dated government bonds, I am reminded of that most infamous soundbite from...
Mar 8, 20212 min read
Inflation and The Lithuanian Lion
Why good things come to those that wait. When looking at long dated government bonds, I am reminded of that most infamous soundbite from...
Mar 8, 20212 min read
Uncertainty
Why we can’t time tail risk. No one likes uncertainty. It interferes with our basic needs to plan and think ahead. Not knowing what is...
Mar 1, 20212 min read
Uncertainty
Why we can’t time tail risk. No one likes uncertainty. It interferes with our basic needs to plan and think ahead. Not knowing what is...
Mar 1, 20212 min read
Rules of Engagement
Why the trend is our friend, but we must still cut our losses. There are views, there is thematic investing and there are so called...
Feb 22, 20212 min read
Rules of Engagement
Why the trend is our friend, but we must still cut our losses. There are views, there is thematic investing and there are so called...
Feb 22, 20212 min read
They Took Our Jobs
Why machines have taken over investment management. There is long, there is short, things either go up or down and you really have to...
Feb 15, 20212 min read
They Took Our Jobs
Why machines have taken over investment management. There is long, there is short, things either go up or down and you really have to...
Feb 15, 20212 min read
Holding Pattern
Why the world better get busy living soon. The markets are in a weird place and have been for a very long time. Lest we forget that the...
Feb 8, 20212 min read
Holding Pattern
Why the world better get busy living soon. The markets are in a weird place and have been for a very long time. Lest we forget that the...
Feb 8, 20212 min read
The Big Short
How Reddit and Robinhood became like a swarm of locusts. The whole idea of speculating on prices falling seems wrong from the outset....
Feb 1, 20212 min read
The Big Short
How Reddit and Robinhood became like a swarm of locusts. The whole idea of speculating on prices falling seems wrong from the outset....
Feb 1, 20212 min read
Day Trader
Why I will never win Wimbledon. It seems we have all turned into avid armchair traders during our time in lockdown. Online trading...
Jan 18, 20212 min read
Day Trader
Why I will never win Wimbledon. It seems we have all turned into avid armchair traders during our time in lockdown. Online trading...
Jan 18, 20212 min read
Lycra-Man
Why we must wear lycra when buying government bonds. I have written a lot of negative things about bonds recently. Going even so far as...
Dec 14, 20202 min read
Lycra-Man
Why we must wear lycra when buying government bonds. I have written a lot of negative things about bonds recently. Going even so far as...
Dec 14, 20202 min read
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