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

News & Views

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.

US Equities: very valuable but perhaps not enough value

Last week’s Economic Insights (August is a Wicked Month) described how most equity markets were struggling, Gold was drooping, crypto and many fiat currencies were on the floor while US equities and the dollar powered on. Siren voices every year tell US investors to...

August is a Wicked Month

It is 53 years since Edna O’Brien published her harrowing novel ‘August is a Wicked Month’ and I have borrowed the title several times over the years. As this month claims more and more casualties it seems appropriate to do so again. My colleague Chris Bailey, CIO of...

The three Ts: Turkey, Tesla… and turmoil

‘The best thinking has been done in solitude. The worst has been done in turmoil’ - Thomas A. Edison Mention of ‘Turkey’ in the summer is typically centred around a summer holiday or some unseasonal longing for a Christmas meal.  In the last week or so, however,...