My overly simplistic view of the cycle within stock markets is as follows. For reasonably large periods of time, equity investors behave like a herd and stampede valuations higher across the board. In these synchronized bull markets, most faintly growth-oriented… Continue reading →
I’m a big fan of the blogger, libertarian, and scientist Scott Alexander who runs the excellent AstralCodexTen substack. I’m no libertarian but I find his analysis hugely invigorating and he is eminently open-minded. If you read his blog, it’s also… Continue reading →
A couple of weeks back in my regular FT column I dug a bit deeper into the psychedelics space. You can read that column here: https://www.ft.com/content/21aff832-fe26-4a53-b9cd-01dfac1c50f9. The long and short of it is that I think this is the beginnings… Continue reading →
The big story for me this week is that more and more analysts think we are in for a nasty, surprising slowdown in Chinese growth, which in turn could spark a wider Asian slowdown. If that is the case, it’ll… Continue reading →
Mick Gilligan’s excellent regular blog on investment trusts raises a subject that is close to my heart this week – the way in which private, retail investors are disadvantaged by complex rules set up, allegedly, to help them by the… Continue reading →
In my humble opinion, one of the biggest challenges facing digital infrastructure businesses as well as funds is to find a way to get to talk to advised clients and their advisors. Institutions by and large understand the space as… Continue reading →
Now that developed world economies are beginning to pick up speed in their recovery, will we see a retail boom turn to bust? SocGen’s Klaus Baader thinks not. Although retail reports for May came in below expectations in both the… Continue reading →
Another few months have rolled on by since the (mid) March update on my Alternative Funds trading list. At that stage, the portfolio had increased by an average of 18.4% (not including dividends) against around 15% for the FTSE All-Share… Continue reading →
Just a repeat from last week reminding readers of the Digital Infra event on July 14th and the robotics podcast….. One for your diary. On Wednesday 14th July I’m hosting a Digital Infrastructure Forum at Maitlands with some fabulous speakers… Continue reading →
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