making sense of the narrative
February 25, 2022
The Hemmingway quote about the two ways to go bankrupt; “first slowly, then all at once” springs to mind when looking at the situation in Ukraine. The country has been falling apart slowly over the last seven years in the Read more…
February 15, 2022
We try and avoid talking too much about politics and Geo-politics and only do so insofar as we feel it is affecting markets and where we believe that application of Market-Thinking might provide some insight. Right now, with Western Media Read more…
February 14, 2022
The great bond bear market is long overdue Every month or so we contribute something on markets to our friends at the Australian Financial Review. Given it is behind a paywall, many of our readers – and especially those outside Read more…
February 3, 2022
The sharp bounce back in early February for the headline indices on Equities will have come as a relief for many – although not for those forced to close positions or buy protection at the end of the month. Of Read more…
February 1, 2022
Today is New Year’s Day for Greater China and much of South East Asia and so a wish for health and prosperity for all friends and colleagues who are celebrating (as best they can). The Year of the Tiger isn’t Read more…