Friday, 5th of June 2020 “An ‘unemployed’ existence is a worse negation of life than death itself.” – Jose Ortega y Gasset ________________________________________ Markets have continued to roar higher this week, despite the dire economic backdrop, a poisoning of US-China relations over...
Friday, 29th of May 2020 “An investment in knowledge pays the best interest.” – Benjamin Franklin ________________________________________ Equities have motored higher this week as investor optimism about a possible near-term vaccine builds, and major economies continue to open-up with n...
Friday, 22nd of May 2020 “The art of medicine consists of amusing the patient while nature cures the disease.” – Voltaire ________________________________________ Investor sentiment was buoyed this week by positive early test results for a coronavirus vaccine under trial at US biotec...
Friday, 15th of May 2020 “A man who pays his bills on time is soon forgotten.” – Oscar Wilde ________________________________________ The recovery rally ran out of steam in the dying days of April, and markets look likely to have peaked in the first two weeks of May. Before the Friday...
Friday, 1st of May 2020 “Injecting some confusion stabilizes the system.” – Nasim Taleb ________________________________________ Happy May Day to all our readers! The European spring festival began in ancient Rome, where it was held in honour of Flora, the goddess of flowers. However...
Friday, 24th of April 2020 “There are decades where nothing happens; and there are weeks where decades happen.” – Vladimir Lenin ____________________________________ Markets have plateaued this week after experiencing a strong recovery since mid-March. The S&P 500 Index was down -2.7...
Friday, 17th of April 2020 “But what does it mean, the plague? It’s life, that’s all” – Albert Camus ________________________________________ Markets fell off a cliff last month as panic over the spread of covid-19 sparked a vicious cycle of portfolio deleveraging and the biggest c...
