16 March 2023
Is the rebound in cyclical stocks sustainable?
China’s recovery is stronger than the Party expected
4 minute read
7 March 2023
Is the rebound in cyclical stocks sustainable?
China’s recovery is stronger than the Party expected
4 minute read
30 January 2023
Europe’s rebound: more than just a matter of weather?
There is never a “right time” to read a masterpiece
4 minute read
23 January 2023
“Nature hates miracles that take too long”
“Nature abhors miracles that last too long,” wrote Camus
5 minute read
16 January 2023
Falling inflation: watch out for oil!
Like the creatures of Lovecraft’s fantasy bestiary, the monsters of the
4 minute read
5 December 2022
Hopes and dangers
Inflation peaks, dollar peaks, interest rate peaks: like a rope of climbers, the
4 minute read
17 October 2022
The grapes of patience
During a bear market, the collapse of prices squanders capital, and time tests
3 minute read
25 September 2022
Will the decoupling of bonds and equities begin?
“The cities that Europe offers us are too full of the rumours of the past
4 minute read
17 September 2022
Flare me to the moon
The melody playing out in the electricity market today is reminiscent of the
3 minute read