Have we lost our way? – May 15th 2015

As an industry we seem to have forgotten our roots and have become obsessed with trying to manage risk by hijacking mathematical models that can never accurately map the emotional investment landscape. Risk is all about losing money and the attributes attached to that outcome...
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Flip a Rolo – April 4th 2015

Something different this month dear readers. Firstly a request to donate some of your hard earned cash to a charity walk I am doing – the link is here Walking_for_Dorset_Wildlife and there is more info at the end of this piece. Secondly, instead of the...
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Perchance to dream – March 7th 2015

This week has seen an acceleration of dollar strength, and its opposite, emerging currency weakness, along with a further rise in the yield of US Treasuries. Gold has been given another bath and has closed under $1,200. The euro has taken the brunt of western...
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Beware Greeks bearing spanners February 8th 2015

“A clueless political personnel, in denial of the systemic nature of the crisis, is pursuing policies akin to carpet-bombing the economy of proud European nations in order to save them.” Yanis Varoufakis the current Greek finance minister on ECB, EU, German (take you pick) economic...
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