Are we there yet?
After decades of low and stable inflation, and correspondingly ever lower interest rates, 2021 saw the start of…
Investing in technology winners doesn’t have to be risky
The rate of change in technology has been astounding over the past 200 years. Since the dawn of…
A.I. Wars: ‘Shall we play a game?’
In the 1983 science fiction thriller WarGames, the movie’s lead character and amateur hacker David Lightman (played by a young…
Uncertainty abounds… but not in these sectors
The outlook in 2023 for most sectors in the economy remains highly uncertain and difficult to forecast. In…
Underappreciated ideas: nuclear power could save the world
This year, we’ll be running a series of episodes discussing ideas which we think remain underappreciated by investors…
What is the Market Pricing In?
As of Friday morning, equity markets over the past week have jumped sharply. S&P 500 is close to…
Is this a new bull market, or a bear market rally? (Part 2)
It’s easy to forget, but last August the S&P 500 rallied +16.5% from its lows, the Nasdaq Index…
What to Look Out For This Earnings Season
Every three months, the financial world stops what it is doing and listens to what the corporate world…
Underappreciated Ideas: African Superpower
This year, we’ll be running a series of episodes on what we think are underappreciated narratives, ideas which…
Be greedy when others are fearful
It may be difficult to remember, but at the beginning of last year global financial markets were in…