Friday, 8th of March 2019 “Kites rise highest against the wind, not with it” – Winston Churchill ________________________________________ Stock markets have fallen back this week, with US indices down every day so far. For the S&P 500, it is only the second time weekly returns have been...
Friday, 1st of March 2019 “He is not a Pashtun who does not give a blow for a pinch.” – Pashtun Proverb ________________________________________ Markets were broadly negative this week in the face of unnerving developments in Asian geopolitics and after the White House offered conflic...
Friday, 22nd of February 2019 “The best lack all conviction, while the worst Are full of passionate intensity.” ― William Butler Yeats ________________________________________ Markets continued their merry rise this week as confidence builds that Presidents Trump and Xi will reach a c...
Friday, 15th of February 2019 “When you surround an army, leave an outlet free. Do not press a desperate foe too hard.” ― Sun Tzu, The Art of War ________________________________________ Markets have returned to form this week, after a brief wobble at the end of last. The shine ha...
Friday, 8th of February 2019 “There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know,” ― Rolf Dobelli, The Art of Thinking Clearly: Better Thinking, Better Decisions ________________________________________ What is it with the change i...
Friday, 1st of February 2019 “Life can only be understood backwards; but must be lived forwards” – Kierkegaard ________________________________________ The last trading day of January is over, and the wall of green figures on exchanges around the world is a welcome respite from the to...
Friday, 18th of January 2019 We are now past mid-month, and what a month difference makes! Exactly a month ago, equity markets around the world were in free fall, and with no end in sight. Panic was setting in, volatility hit multi year highs, and 90% of marketable assets went down in sync...
