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News
PROPERTY INVESTING - a cautionary tale
13 Nov 2020
LAND SECURITIES Perhaps it is fitting that the US election limps rather than sprints towards a resolution. When half of the population no longer trusts the media (not unreasonably), separating truth from fiction is a more arduous task than it used to be. Close elections are fertile ground for accusations...
News
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 famous quote “A billion here, a billion there, and pretty soon you're talking real money." Another way of looking at...
News
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 like to think (right now, please!) of a cybernetic forest filled with pines and electronics where deer stroll peacefully past...
News
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 what the economy will look like when it emerges from lock-down.  Last week saw little development from the previous one,...
News
Easter update: effects of coronavirus on the economy
09 Apr 2020
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 high uncertainty and fast moving markets. To recap in a concise manner: we didn’t know when the bottom would be,...
News
VIDEO LOG: coronavirus and market volatility
18 Mar 2020
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
News
NEGATIVE YIELDS & CORONAVIRUS PANIC
10 Mar 2020
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 by a certain %) were used. Equity markets fell sharply yesterday and corporate debt markets were practically untradeable at any...
News
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 the matter.   When faced with any threat the only two questions that matter are:  Is the threat real?What should be...
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