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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.
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Economic Musings
There is now a universal tariff of 10% on every country wishing to export to the US. More than 90 countries have rates of between...
Aug 11, 20251 min read
The Seven
We thought it was all over. Down more than 30% from the January highs, the Magnificent Seven had finally succumbed to gravity. Valuations...
Jul 28, 20251 min read
The Seven
We thought it was all over. Down more than 30% from the January highs, the Magnificent Seven had finally succumbed to gravity. Valuations...
Jul 28, 20251 min read
Second Half
We’ve just passed the halfway mark of the year, and it certainly hasn’t been boring. Inflation remains stubbornly high, geopolitical...
Jul 21, 20251 min read
Second Half
We’ve just passed the halfway mark of the year, and it certainly hasn’t been boring. Inflation remains stubbornly high, geopolitical...
Jul 21, 20251 min read
Female dogs, the S&P500, and the Eurostoxx50
I remember when the Eurostoxx50 index first broke 5,000. It was the beginning of the new millennium, telecom stocks were flying high,...
Jun 30, 20252 min read
Female dogs, the S&P500, and the Eurostoxx50
I remember when the Eurostoxx50 index first broke 5,000. It was the beginning of the new millennium, telecom stocks were flying high,...
Jun 30, 20252 min read
War and Probability
The US has bombed Iran. Looking at the potential events as they are about to unfold strictly through the lens of the most widely followed...
Jun 23, 20252 min read
War and Probability
The US has bombed Iran. Looking at the potential events as they are about to unfold strictly through the lens of the most widely followed...
Jun 23, 20252 min read
When Two Tribes Go To War
Another week, another war, and there are now 50 global armed conflicts involving some 90 countries. The current level of instability in...
Jun 15, 20251 min read
When Two Tribes Go To War
Another week, another war, and there are now 50 global armed conflicts involving some 90 countries. The current level of instability in...
Jun 15, 20251 min read
Submerging Markets
With all the talk about investors dumping U.S. assets in favour of Europe, what about the emerging markets? There are many different...
Jun 8, 20251 min read
Submerging Markets
With all the talk about investors dumping U.S. assets in favour of Europe, what about the emerging markets? There are many different...
Jun 8, 20251 min read
Cable
Sterling achieved something rather remarkable last week. It traded at 1.35 against the US Dollar, which is the highest level in 3 years....
Jun 2, 20251 min read
Cable
Sterling achieved something rather remarkable last week. It traded at 1.35 against the US Dollar, which is the highest level in 3 years....
Jun 2, 20251 min read
Humphrey and the S&P500
When looking at a long-term chart of the S&P 500 index, we can notice two distinct bumps starting in the late eighties that appear larger...
May 18, 20251 min read
Humphrey and the S&P500
When looking at a long-term chart of the S&P 500 index, we can notice two distinct bumps starting in the late eighties that appear larger...
May 18, 20251 min read
Equities high, certainty low
The S&P 500 has retraced more than two thirds of its losses since liberation day, the Nasdaq is above 20000, the DAX is at an all-time...
May 12, 20251 min read
Equities high, certainty low
The S&P 500 has retraced more than two thirds of its losses since liberation day, the Nasdaq is above 20000, the DAX is at an all-time...
May 12, 20251 min read
Gold Paint and the Digital World
Say what you want about the asset that some people say has no intrinsic value, but Bitcoin has held up incredibly well in the last two...
Apr 28, 20252 min read
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