Browsing Tag

investing

A Return to Fundamentals?

The Absolute Return Letter, July 2015 “In a world that is changing really quickly, the only strategy that is guaranteed to fail is not taking risks.” Mark Zuckerberg Greece on the brink A Greek, an Irishman and a Portuguese walk…

Are bond investors crying wolf?

The abrupt spike in interest rates from mid-April to mid-May is very unlikely to be the beginning of something much bigger and much more likely to be the sort of occasional panic attack that Japan has seen so many of in recent years.

The ‘Perfect Storm’

Going forward, equity markets are likely to have a much bigger impact on the economy than has been the case in the past. This is a simple conclusion derived from the fact that total equity market value today is 1.2x GDP. 35 years ago, when…

More on the new internet bubble

There is definitely a technology bubble brewing. And it will end badly. Some people are going to get rich though - and not necessarily undeservedly so. Some thoughts below I am going to make this very short. Valuations in the private…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More