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Sep 12, 2025
With the job market softening and economists hammering on about the negative consequences of tariffs, some people expect the US economy to slow down and eventually drop into...
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Aug 7, 2025
The U.S.-EU trade deal has been heavily criticised as a capitulation by the bloc. But if you dive into the agreement details, the European Union is likely not only to suffer less...
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Aug 6, 2025
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Jul 5, 2025
The U.S. tax and spending bill passed on July 3 is expected to add more than $3 trillion to the country’s deficit over the next decade. If the current debt trajectory continues...
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Jun 27, 2025
At least when it comes to our portfolios, we are still men.
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Jun 19, 2025
Ever since Liberation Day, many others and I have been saying that the true damage does not come from the tariffs but from the uncertainty created by the constant changes in tariff...
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Jun 12, 2025
Raise prices now, ask questions later.
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Jun 10, 2025
There is an immigration problem in many developed countries.
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Jun 6, 2025
Finance is becoming ever more quantitative.
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Jun 5, 2025
The damage a country suffers if it loses highly skilled students and graduates to other countries.
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May 22, 2025
Stupid question, I know, but if you look into the world of the safest assets, different investors have different preferences.
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May 1, 2025
As a strategist, I am obviously inclined to dismiss day-trading as little more than gambling.
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Apr 16, 2025
Before you read this, a word of caution. You may want to prepare yourself a stiff drink and sit down before you read the following.
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Apr 15, 2025
Has Trump been "Trussed"?
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Apr 11, 2025
Cryptocurrencies, and in particular meme coins, are not just extremely volatile speculative ‘investments’.
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Apr 10, 2025
Last week, I showed how the average hedge fund struggles to add value above and beyond what a simple low cost 60/40 stock/bond portfolio can do.
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Apr 3, 2025
To all my hedge fund clients: No, I am not talking about individual hedge funds or your specific fund.
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Apr 2, 2025
I recently spoke with a client at a major asset manager about their internal AI initiative and how it has reshaped its business.
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Mar 31, 2025
In the US, marijuana laws that allow for recreational use of the drug have been introduced in more and more states.
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Mar 24, 2025
I promise this will be the last good news article for a while.
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Mar 19, 2025
Government investment is frequently derided as wasteful and ineffective.
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Mar 18, 2025
This could be the start of a secular bull market in European equities that could last a decade.
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Mar 6, 2025
Here in the UK, we will get the announcements of the first index review of 2025 for the FTSE indices later today.
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Feb 13, 2025
Yesterday, I talked about a paper by the ECB that investigated the deglobalisation trend.
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Feb 12, 2025
Trump is back in the White House and with him comes a renewed push to decouple the US from China and other political adversaries.
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Feb 7, 2025
The rise of index trackers makes the market more volatile.
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Feb 6, 2025
How about the stone age?
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Feb 5, 2025
The year started off well for European stock markets, with attention-grabbing outperformance versus the U.S. But what was really needed to reverse the multi-year trend of European...
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Feb 3, 2025
Wealth inequality today is much worse than the gilded age.
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Jan 29, 2025
Looking at the ever-increasing amount of government debt across developed economies, one could be forgiven for thinking that politicians don’t care about debt sustainability,...
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Jan 28, 2025
Soft power is such an ephemeral concept that so far nobody has even tried to quantify it.
Sep 12, 2025With the job market softening and economists hammering on about the negative consequences of tariffs, some people expect the US economy to slow down and eventually drop into...
Aug 7, 2025The U.S.-EU trade deal has been heavily criticised as a capitulation by the bloc. But if you dive into the agreement details, the European Union is likely not only to suffer less...
Aug 6, 2025
Jul 5, 2025The U.S. tax and spending bill passed on July 3 is expected to add more than $3 trillion to the country’s deficit over the next decade. If the current debt trajectory continues...
Jun 27, 2025At least when it comes to our portfolios, we are still men.
Jun 19, 2025Ever since Liberation Day, many others and I have been saying that the true damage does not come from the tariffs but from the uncertainty created by the constant changes in tariff...
Jun 12, 2025Raise prices now, ask questions later.
Jun 10, 2025There is an immigration problem in many developed countries.
Jun 6, 2025Finance is becoming ever more quantitative.
Jun 5, 2025The damage a country suffers if it loses highly skilled students and graduates to other countries.
May 22, 2025Stupid question, I know, but if you look into the world of the safest assets, different investors have different preferences.
May 1, 2025As a strategist, I am obviously inclined to dismiss day-trading as little more than gambling.
Apr 16, 2025Before you read this, a word of caution. You may want to prepare yourself a stiff drink and sit down before you read the following.
Apr 15, 2025Has Trump been "Trussed"?
Apr 11, 2025Cryptocurrencies, and in particular meme coins, are not just extremely volatile speculative ‘investments’.
Apr 10, 2025Last week, I showed how the average hedge fund struggles to add value above and beyond what a simple low cost 60/40 stock/bond portfolio can do.
Apr 3, 2025To all my hedge fund clients: No, I am not talking about individual hedge funds or your specific fund.
Apr 2, 2025I recently spoke with a client at a major asset manager about their internal AI initiative and how it has reshaped its business.
Mar 31, 2025In the US, marijuana laws that allow for recreational use of the drug have been introduced in more and more states.
Mar 24, 2025I promise this will be the last good news article for a while.
Mar 19, 2025Government investment is frequently derided as wasteful and ineffective.
Mar 18, 2025This could be the start of a secular bull market in European equities that could last a decade.
Mar 6, 2025Here in the UK, we will get the announcements of the first index review of 2025 for the FTSE indices later today.
Feb 13, 2025Yesterday, I talked about a paper by the ECB that investigated the deglobalisation trend.
Feb 12, 2025Trump is back in the White House and with him comes a renewed push to decouple the US from China and other political adversaries.
Feb 7, 2025The rise of index trackers makes the market more volatile. 
Feb 6, 2025How about the stone age?
Feb 5, 2025The year started off well for European stock markets, with attention-grabbing outperformance versus the U.S. But what was really needed to reverse the multi-year trend of European...
Feb 3, 2025Wealth inequality today is much worse than the gilded age.
Jan 29, 2025Looking at the ever-increasing amount of government debt across developed economies, one could be forgiven for thinking that politicians don’t care about debt sustainability,...
Jan 28, 2025Soft power is such an ephemeral concept that so far nobody has even tried to quantify it.