The View is back!

It’s been nearly 2 years since the last View from the Bridge but rumours of my demise are just that…rumours. All posts will be sent to Twitter – see sidebar details on the right of your screen to follow Or you can subscribe by email for the monthly “thought”...

The madness of crowds – 11th December 2017

“Howard Marks of Oaktree Capital, in his recent newsletter, summarised today’s investment environment brilliantly. He says there are four noteworthy things: current uncertainties are unusual in terms of number, scale, and insolubility; prospective returns are just about the lowest they have ever been; asset prices are high across the...

On the QT – 31st July 2017

It’s been a while and lots of ships have passed under the bridge, including an unnecessary election in the UK, the sacking of 12 White House staff members for various “misdemeanours” but mainly for disagreeing with he who must be obeyed, an interest rate rise in the US and...

Fed Up – February 18th 2017

If you were going to set up an organisation to help control and regulate the economy and the banking system how would you start? Would you employ over 1,000 Ivy League trained economists, many with PhDs, but little or no practical knowledge of running businesses? Would your board of...

7 No Trumps – November 27th 2016

Playing bridge, backgammon or chess is not dissimilar to “playing” the markets. Every new hand, board or day brings something different; a new auction, a new gambit, a new strategy. However, in the world in which we find ourselves the markets have an unseemly edge; they are not always...

Are we there yet? September 11th 2016

Those of us with children will be used to this refrain as we turn out of the driveway on the way to destinations unknown. Equally we will smile when recalling that “les enfants terribles” were more than likely asleep when we did eventually get there. A perfect analogy for...