August trades and lessons to be learnt

August was a relatively quiet month, marked by just a couple of days of significant volatility. As the month comes to a close, most markets are nearly at the same levels they were at the beginning. However, there have been some notable shifts.

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50 years! Who would have thought it?

Tomorrow, on the 2nd of August, I have the honor of celebrating 50 years in a business I love. This milestone reminds me of the old saying, “If you do what you love, you’ll never work a day in your life.” For me, this couldn’t be more true…

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Happy July 4th!

It’s Independence Day, and since last Thursday, there have been more interesting events happening outside of the markets than within. Last week, we witnessed a very intriguing Presidential debate in the USA, and this week…

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Somewhere between the first Margarita and…

the last Pina Colada, the temptation to trade becomes more appealing. Over the coming few months, I will keep my comments short and steer clear of politics. After all, who needs a long ramble when your day is spent listening to your spouse complain about the long airport queues?

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When I was a kid…

When I was a kid the only thing hyped-up was the funny bearded lady in the circus! Now I am older, circuses are closing down because bearded ladies, many with penises, are no longer a curiosity.

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Introducing Fractionalised Investments

In episode 3 of MARKET VIEWS, we’re exploring fractionalised investments. What they are, how they work and why fractionalised investing is allowing ordinary everyday investors to invest their money in professionally managed investment programs, for the first time!

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Macro Research

The Great Rotation

When market themes change, they can be very subtle from one sector to the other. For example, tech to oil short term bonds to long term or from one region to another. A few of these types of changes happened over the last couple of months I think are worth exploring.   The last decade…

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Macro Research

Tech Wreck 2.0

It’s quite clear certain parts of the market such as crypto, saas and other duration linked assets in Tech has recently had a fall from grace reminiscent of the .com bust. How deep this goes will depend purely on central bank policy, of which I’ve tried to argue a fall in risk assets is actually…

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