Market Thinking

making sense of the narrative

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Tag: Triple Zeros

Money in the Bank(s)

The top down case for European Banks – this time it really is different As Hong Kong finally opens up, we had the opportunity to catch up with some of our friends and colleagues from Toscafund who were marketing in Read more…


Climbing the Wall of Worry

With the slow days of August coming to a close, markets are watching nervously for the seasonally volatile month of September, especially around the options expiry on September 16th – there is much embedded muscle memory of painful ends to Read more…


August Market Thinking

Are we there yet? Markets are asking the same question as bored children stuck in a long delay at Dover “Are we there yet?” The second half of July saw yet another bear market rally and while we are not Read more…