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Mar 14, 2026
Investor psychology will never bore me.
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Mar 5, 2026
New studies show where AI falls short – and it's in those blind spots where human managers still have the ability to generate "alpha" or excess returns.
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Mar 2, 2026
Like so many other people, I am no longer on social media.
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Feb 27, 2026
Last year, an MIT report that 95% of businesses got zero returns from AI made headlines.
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Feb 25, 2026
No, I am not talking about making money as investors.
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Feb 18, 2026
Chatter about the “dollar debasement” trade has become omnipresent, but one measure of risk suggests that investors are getting it all wrong.
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Jan 16, 2026
Donald Trump has introduced so many changes to global trade and capital markets that I called my outlook for 2026 ‘The find out’ phase of FAFO (Google it).
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Jan 9, 2026
In the wake of Russia’s invasion of Ukraine, many countries imposed strict sanctions against Russia, while countries friendly to Russia continued to trade.
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Jan 8, 2026
Amid all the media coverage of Ukraine, little ink has been spilt on the investment needs of Ukraine if a ceasefire is reached.
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Jan 7, 2026
Call me old-fashioned, but I am a fan of meritocracy.
Mar 14, 2026Investor psychology will never bore me.
Mar 5, 2026New studies show where AI falls short – and it's in those blind spots where human managers still have the ability to generate "alpha" or excess returns. 
Mar 2, 2026Like so many other people, I am no longer on social media.
Feb 27, 2026Last year, an MIT report that 95% of businesses got zero returns from AI made headlines.
Feb 25, 2026No, I am not talking about making money as investors.
Feb 18, 2026Chatter about the “dollar debasement” trade has become omnipresent, but one measure of risk suggests that investors are getting it all wrong. 
Jan 16, 2026Donald Trump has introduced so many changes to global trade and capital markets that I called my outlook for 2026 ‘The find out’ phase of FAFO (Google it).
Jan 9, 2026In the wake of Russia’s invasion of Ukraine, many countries imposed strict sanctions against Russia, while countries friendly to Russia continued to trade.
Jan 8, 2026Amid all the media coverage of Ukraine, little ink has been spilt on the investment needs of Ukraine if a ceasefire is reached.
Jan 7, 2026Call me old-fashioned, but I am a fan of meritocracy.