Archive - Capital Flows and Asset Markets

ARBITRAGING ACROSS ASSET CLASSES

Equities can be mispriced for macro risk - and hence can be arbitraged.

22 hrs ago •

13:34

CHRISTMAS HAIKU CONTEST II

The second edition

Dec 1 •

1:50

NOVEMBER REVIEW

Another strange month

Dec 1 •

8:25

November 2025

BRUMBY CAPITAL - POSITION UPDATE

Update on one of my Japanese positions.

Nov 26 •

8:18

FOOD INFLATION AND THE MINIMUM WAGE

Or just call me the pound shop Michael Green.

Nov 25 •

7:29

INVESTMENT OUTLOOK

A video update for a change

Nov 24 •

17:11

THE PRO-LABOUR SHIFT IS TAKING HOLD

When even business newspaper are moving pro-labour, then you know the ground is shifting.

Nov 20 •

7:01

MOVING NET SHORT

Its not like I was really long - but I am short now

Nov 18 •

6:51

CAN I TOKENISE BRUMBY CAPITAL?

I can, but not the way I want, not yet anyway

Nov 17 •

9:16

QUARTERLY RESULTS REVIEW

I look at the earnings from stocks I follow

Nov 14 •

8:22

IS PRO-LABOUR ACUTALLY PRO-INVESTMENT?

It would help explain why asset prices and cyclicals are doing so well

Nov 13 •

14:01

IVF data points to a potential boom

Nov 12 •

9:38

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