Author Archive

A Reality Check on the Property Market

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“In a bubble, all of the conditions that make groups intelligent – independence, diversity, private judgment – disappear.” James Surowiecki, Wisdom of Crowds It would be hard to dispute that one of the… Continue reading

O Bitcoin, Bitcoin, whatfore art thou?

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We have come to the juncture where it is impossible to ignore the existence of the cryptocurrency universe, as much as we have tried to shelve the personal confrontation aside, which has ballooned… Continue reading

The Gods Must Be Crazy, But China Seems to Be Doing Somethings Right

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It occurred to us to feel slightly hypocritical to be writing a piece on China on the 32nd anniversary of the Tiananmen “incident” even if it is purely coincidental especially after reading about… Continue reading

Inflation Rule of Thumb Means You Should Not Buy Bonds

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“Stupidity is far more dangerous than evil, for evil takes a break from time to time, stupidity does not.” ~ Anatole France Another SNAFU of a week, not the least boring as it… Continue reading

Market Musings: Frauds, Ponzis’, Glorifying Greed and Gambling

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Slightly breathless in pulsating markets daily, we are not sure if it is just ourselves or is anyone out there paying attention to the number of frauds and Ponzi schemes surfacing on an… Continue reading

Not The First or Last Time You Will Hear About Late Capitalism

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You are not mistaken if you, like us, feel a little poor these days when we hear of people paying $120 for a plate of pasta at a certain posh café with no… Continue reading

Market Thoughts: What’s Going On?

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There is something about the week leading to Easter that starts with a stuck ship on the Suez to a hedge fund that blows up that has not been fully quantified for losses,… Continue reading

The Big Bond Market Question Mark

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It is like the final nail in the coffin when some idiot sends a message to your phone congratulating your ex-spouse and their new spouse on their new baby and it cracks for… Continue reading

International Women’s Day: Where Are The Babies ?

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International Women’s Day 2021 and boardrooms and parliaments have never been more gender-inclusive. We have the most powerful country in the world electing their first ever female minority vice president, making her suddenly… Continue reading

Musings on the Year of the Bull, Ox or Cow – Bull Run or Bull Shit?

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Groundhog Day 2021 and Punxsutawney Phil the groundhog was right on Feb 2 when he predicted another 6 weeks of winter. It is just that we did not expect Texas (and Saudi Arabia… Continue reading