Insights
Our Uniquely ‘Yellow’ Fever
Here’s the latest fund managers’ survey put out by BAML. Pay close attention to each bullet point, especially the sub-elements...
The Global Dash for Cash
Do you want to really know how terrified the investors crowds are just now? Check out this chart (below) from...
Before the Aftermath
Could it be Easter Week is on our doorstep? Will this be the week we start to see numbers that...
The Domino Effect
The exhausting minute-by-minute coverage of every aspect of the COVID-19 event is helping to drive the chain reaction of responses...
The Rear View Mirror
How we, as long-term investors, approach and work through the next 6 months will define our health and wealth for...
Accentuate the Positives…
The speed of support coming to the rescue is unmatched in history. And it might be important to listen to...
Big Investing Opportunities Never Look Pretty
Lost in the frenzy of interest in bad news is what’s unfolding in the medical pipeline. Extreme actions are being...
Age of Unreason
“We don’t have to be smarter than the rest. We have to be more disciplinedthan the rest” Warren Buffett, Investor...
Not All Is Dark
The purpose of watching (and listening) is to function in the awareness that thousands of very, very smart people supported...
This Too Shall Pass…
To say data is flooding into our lives at a record pace of late would be a significant understatement. And...
Sometimes inactions speak louder than words
I had to listen to the Budget whilst driving back from Birmingham yesterday. I had anticipated being back in the...