Market Thinking

making sense of the narrative

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Category: Illiquidity

Stranded in Rockpools

In the Monthly Market Thinking, we focused on the rapidly retreating market liquidity and repeated Warren Buffet’s quote about seeing who is left swimming naked. A variation on that might be to consider some of the bigger ‘fish’ in the Read more…


(Really) Won’t Work

A few days away meant a bit slow in the update on Won’t Work, but news that Adam Neuman has stepped down as CEO yesterday and that he had extracted over $700m in share sales and loans before the (now Read more…