making sense of the narrative
July 6, 2021
The last year has seen an extra-ordinary suspension of logic in a lot of policy announcements, with Governments seemingly requiring positive proof from those opposing their Covid restrictions that their (often random) policies don’t work, rather than the Government having Read more…
May 6, 2021
The growth of AI in both financial markets and society as a whole is skewing our behaviour towards ‘left brain’ characteristics of transactions, data and goal seeking and away from right brain characteristics of analysis, interpretation and context. Computers need Read more…
April 27, 2021
Back in the 1990s a colleague used to pronounce on the annual “Red Glasses Award’ designed to highlight the most egregious examples of rent extraction from gullible management teams for corporate ‘rebranding’. Our favourite back then was the 1989 multi Read more…
July 30, 2020
In a previous post back in May, we highlighted how the UK response to Covid resembled nothing so much as an episode of Dads Army: with the scientists at Imperial College playing the role of Private Frazer (“We’re all doomed”), Read more…
July 8, 2020
Our whole approach to Market-Thinking is based around the psychological behaviour of markets and trying to make sense and anticipate the behaviours of our three key ‘tribes’ – traders, asset allocators and long term investors. Much of the analysis we Read more…