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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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Je pense, donc je suis
We may not understand why the S&P500 index is at 4900. It has to do with some index formula and the resulting weighting for each...
Jan 29, 20241 min read
Je pense, donc je suis
We may not understand why the S&P500 index is at 4900. It has to do with some index formula and the resulting weighting for each...
Jan 29, 20241 min read
Nice versus Vice, Revisited
Given the choice, I think all of us would prefer to do good for the world. As such, from an investment standpoint, it does not seem...
Jan 22, 20241 min read
Nice versus Vice, Revisited
Given the choice, I think all of us would prefer to do good for the world. As such, from an investment standpoint, it does not seem...
Jan 22, 20241 min read
India
For those of you who might have missed it, the Indian stock market gained 25% in 2023, and an astonishing 1500% since the start of this...
Jan 15, 20241 min read
India
For those of you who might have missed it, the Indian stock market gained 25% in 2023, and an astonishing 1500% since the start of this...
Jan 15, 20241 min read
January Musings
The first week of January is always a bit strange when it comes to the markets. Usually there is a contrarian reaction to whatever...
Jan 8, 20242 min read
January Musings
The first week of January is always a bit strange when it comes to the markets. Usually there is a contrarian reaction to whatever...
Jan 8, 20242 min read
Predictions
Our 10 fearless predictions for 2024, to be taken with a huge grain of salt and meant for entertainment purposes only: Neither Trump nor...
Dec 15, 20231 min read
Predictions
Our 10 fearless predictions for 2024, to be taken with a huge grain of salt and meant for entertainment purposes only: Neither Trump nor...
Dec 15, 20231 min read
Recessions
A typical recession wipes out about 2% of GDP, which for an economy the size of Great Britain, means there will be £50 billion less to go...
Dec 11, 20231 min read
Recessions
A typical recession wipes out about 2% of GDP, which for an economy the size of Great Britain, means there will be £50 billion less to go...
Dec 11, 20231 min read
Steaks, Santa, Inflation and Markets
When I was a kid, I learned about inflation because the price of my favourite comic book kept increasing by about twenty Pfennig every so...
Dec 4, 20232 min read
Steaks, Santa, Inflation and Markets
When I was a kid, I learned about inflation because the price of my favourite comic book kept increasing by about twenty Pfennig every so...
Dec 4, 20232 min read
Super Cycles
When it comes to commodities, it is usually about cycles. You can’t grow a field of wheat overnight, and it takes years to set up a mine....
Nov 27, 20231 min read
Super Cycles
When it comes to commodities, it is usually about cycles. You can’t grow a field of wheat overnight, and it takes years to set up a mine....
Nov 27, 20231 min read
Reality Bites, Revisited
We like to look at things in nominal terms. Most of that has to do with our sense of time as we need reference points to put things into...
Nov 20, 20231 min read
Reality Bites, Revisited
We like to look at things in nominal terms. Most of that has to do with our sense of time as we need reference points to put things into...
Nov 20, 20231 min read
Back from the Dead
We thought it was all over when FTX collapsed. At the beginning of 2023, the two major cryptocurrencies of Ethereum and Bitcoin had lost...
Nov 13, 20231 min read
Back from the Dead
We thought it was all over when FTX collapsed. At the beginning of 2023, the two major cryptocurrencies of Ethereum and Bitcoin had lost...
Nov 13, 20231 min read
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