

19/03/2023
The Duration Bubble Unwind – Does it end in Tokyo?
Japan would be insolvent if its new central bank governor normalised interest rates. […]

12/03/2023
Pleasant Valley – Not So Serene
The status symbol land of VC-empowered Silicon Valley will endure but not quite so serenely. […]

08/03/2023
The Soft Landing is Transitory
To date, in 2023, we might be briefly revisiting 2021. However, we probably need to revisit 2022 bef […]

05/03/2023
The Last Company to Leave the UK Please Turn Off the Lights
Why would anyone choose the UK to list a company or in which to invest? If you believe our media, th […]

19/02/2023
Ukraine One Year On – Did Everything Change?
It is time to reflect on the last 12 months and update my thesis. […]

12/02/2023
The Return of the Stock Pickers – If Not Now When?
a future where well-equipped forward-looking active investors can outsmart and outperform their pass […]

05/02/2023
The Role of Public Markets In Supporting Growth Companies
The outlook for public market financing of growth companies could be about to change for the better […]

29/01/2023
Small Cap Effect – Dead or Resting?
...if history proves any guide, the small-cap effect will return and display its beautiful plumage s […]

22/01/2023
Levelling Up, Population Control & OverHyping Technology
The ultimate resource is our ingenuity to solve problems aiding our adaptation. […]

15/01/2023
The Fallacy of Normality: Scottish Mortgage, China, & Money
Normal is just a setting on the washing machine

09/01/2023
2023: No Predictions – Some Assumptions, Questions & Thoughts
it might be helpful to pose some critical questions investors should consider over the months ahead […]