Our previous note relating to the corona virus discussed the short term impact of the frenetic global response to the pandemic, and the optimal strategy for investors in conditions of...

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TESLA the madness of cars

04 Sep 2020

$2,000 a share was an important milestone for Tesla, at that price it was valued at $372bn. This seems like a big number and we are reminded of Senator Dirksen’s...

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MACHINES OF LOVING GRACE

19 Jun 2020

I like to think (and the sooner the better!) of a cybernetic meadow where mammals and computers live together in mutually programming harmony like pure water touching clear sky. I...

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CORONAVIRUS APRIL UPDATE

20 Apr 2020

The (relative) calm of markets in the week before Easter allowed us to discuss our analysis of the longer term ramifications of the virus, of governments responses and finally to...

Investment Managers Richard Farmiloe and Max Thowless-Reeves discuss the latest bear market, its causes beyond coronavirus, and what investors might expect. https://youtu.be/LqLroN1CpLM

AN UPDATE ON OUR SOVEREIGN DEBT TRADES Markets have clearly been highly volatile. It has been a long time since the circuit breakers (which halt trading when prices have fallen...

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CORONAVIRUS UPDATE

26 Feb 2020

26 February 2020 Markets have fallen sharply over the last few days, ostensibly because of worsening reports over the spread of coronavirus, and we wanted to communicate our thoughts on...

Congratulations to Sorbus Partners' Managing Partner, Susie Gray on her recent success at the Personal Finance Awards.  Susie was awarded highly commended as a finalist in the Investment Advice Specialist of the Year...