“We are drowning in information but starved for knowledge” John Naisbitt

News & Views

A bit of anarchy is good in investment selection

‘Making movies is controlled anarchy, chaos’ - Michael Cimino It is a bit of a cliche to say that investment is both an art and a science...but in reality it actually is.  We have talked before about the ‘voting machine’ and ‘weighing machine’ investor, the former...

Two tales of Rotation

Last week I wrote a piece on rotation between different investment assets and suggested some of the bigger movements were yet to come. One week on and the pace appears to be quickening, especially in US equity markets that hitherto have been outperforming everywhere...

Excitable times

"May you live in interesting times" - an English expression purported to be a translation of a traditional Chinese curse We are certainly living in interesting times.  If you look at a range of financial market measures for the first week of October, the tech-heavy...

Numbers can only tell you so much

‘A good decision is based on knowledge and not on numbers’ - Plato A few days ago, a friend of mine making their way in the investment industry, asked for some advice about a job opportunity, where a company picking their investments via mathematical methods, was...

Thinking time

Last week we referred to three T’s: Turkey, Tesla and turmoil. Few of the issues around these three factors have gone away, but I would expect these three T’s collectively to make far fewer headlines over the upcoming week.