Sitemap - 2023 - Capital Flows and Asset Markets
ARTIFICIAL SCARCITY AND MODERN MARKETS
WHY "MACRO" FAILED AND THE MEANING OF GLD/TLT
IS BOND BEAR MARKET REALLY OVER?
HOW COULD THE UK MAKE APPLE PAY MORE TAX?
WHY I AM FILLED WITH EXISTENTIAL DREAD
NOVEMBER NEWSLETTER AND PORTFOLIO
PORTFOLIO CONSTRUCTION - SHOULD I GET RID OF THE LONG BOOK?
PORTFOLIO CONSTRUCTION : WHAT TO DO ABOUT THE MAGNIFICENT SEVEN?
CURRENCIES IN A PRO-LABOUR WORLD
OCTOBER NEWSLETTER AND PORTFOLIO
ANALYSING BLACKSTONE - ADDENDUM
WHAT'S GOING ON IN ENERGY MARKETS?
THINKING ABOUT PORTFOLIO CONSTRUCTION
CUTTING THROUGH THE MACRO BABBLE - ADDENDUM
CUTTING THROUGH THE MACRO BABBLE
THE THREE PROFIT CENTRES OF SHORT SELLING - UPDATE
FINALLY PUTTING MY MONEY WHERE MY MOUTH IS!
PRO-LABOUR SHIFT AND JAPANESE BANKS
SHOULD I SHORT PRIVATE EQUITY?
COMMODITIES, INFLATION AND BONDS
SHOULD I SHORT DRUG COMPANIES?
A NEW WAY TO THINK ABOUT EQUITY VOLATILITY
WHY YOU SHOULD MAKE YOUR SON PLAY CRICKET
IS LAWRENCE STROLL A "KEYSER SOZE"?
THOSE WHO FAIL TO STUDY HISTORY ARE DESTINED TO OUTPERFORM
DO YOU LIKE BITCOIN? THEN YOU SHOULD LOVE APPLE
IRISH TAX POLICY HAS REACHED ITS SELL BY DATE
BRITAIN: THE DILEMMA OF CONTROLLING IMMIGRATION OR RAISING TUITION FEES
THE ECONOMIST, FERTILITY AND DEMOGRAPHICS
CRACKING THE US - A WORKED EXAMPLE
DEFLATION? YOU CANNOT BE SERIOUS!
10 TIMES REVENUE DOES MAKE SENSE!
DO YOU OWN TLT? ARE YOU BRAIN DEAD?
CRACKING THE MYSTERY OF US OUTPERFORMANCE
STRATEGY UPDATE - SHARE BUYBACKS DRIVE MARKETS
PRO-LABOUR IS INFLATIONARY; ANTI-CAPITAL POLICIES ARE DEFLATIONARY
JAPAN AND THE GREAT PRIVATE EQUITIZATION TRADE
IS NIIP ANALYSIS DEAD? A PRIMER
ARE MACRO INVESTORS IDIOTS - PART II
DEMOGRAPHICS IS NOT DESTINY - UPDATE
IF I SEEM CONFUSED, ITS BECAUSE THE POLITICS IS CONFUSING
THE PARADOX OF US TREASURIES AS A RISK FREE ASSET
SHOULD WE BE LONG TLT AND SHORT GLD?
DOES WALLET SHARE DRIVE CURRENCIES?
GLD/TLT - FOOD INFLATION OR CHINA FOREIGN RESERVE MANAGEMENT?
COULD THE US "LOSE" AUSTRALIA?
WHAT HAPPENED TO MEAN REVERSION?
MOONSHOT - "ispace" A JAPAN LISTED MOON PLAY
CAN YOU DEVALUE TO PROSPERITY?
ARE PRO-LABOUR POLICIES THE END OF EMERGING MARKET INVESTING?
WHAT TO DO ABOUT INDIA - PART II
IS THE ECONOMIST A RELIABLE CONTRA?
THE SHALE PATCH AND OIL PRICES
FOOD INFLATION - HAVE I BEEN TOO “WESTERN” IN MY ANALYSIS?
WHAT’S THE DEAL WITH MCDONALDS?
IS JAPAN'S POPULATION REALLY GOING TO FALL BY A THIRD?
DOES THE BANK CRISIS SPELL THE END FOR AUTOCALLABLES?
LOOKING FOR THE NEXT SVB - 4M PROCESS
SVB - IS THAT REALLY THE END OF THE HIKING CYCLE?
CLEARINGHOUSES - LDI AND THE LESSONS WE WON'T LEARN
SO YOU WANT TO BE THE NEXT WARREN BUFFETT?
SHOULD YOU (OR I) LAUNCH A HEDGE FUND?
HERE COMES THE BABY BOOM - AUSSIE STYLE!
WHERE ARE WE ON THE PRO-LABOUR SHIFT?
MEGA TRADERS - OR HOW I LEARNT TO LOVE THE US GOVERNMENT
MEGA TRADE FOLLOW UP : FAILURE TO LAUNCH
SHORT SELLING SUCKS - SINO STOCKS SERIES