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Featured

27 January 2021

Should retail have the option?

'It's like David vs Goliath out there.' I jumped on a quick call with WallStreetBets founder, Jaime Rogozinski, earlier to get his take on what's going on. Here is a depiction of the last week or so

David Belle

Featured

17 January 2021

There's no vaccine for market amnesia

I saw this on LinkedIn today... Source'Barring any severe shocks, 2021 is likely to be a year of reaccelerating growth.'Let's take this quote into a different context. Imagine it's January 14th, 2020. 'Barring any severe shocks, 2020

David Belle

Featured

11 January 2021

Central banks want you to have sex more

Yes that's right. Instead of them f*cking you (temporarily). It's an audacious title, but one that is likely very true. Why? It all comes down to the simple fact that most central banks in the developed world

David Belle

Latest

02 March 2021

I See Bubbles Everywhere...

Mild risk off feel to markets this morning... In Asia, comments from China's banking and insurance regulator chief seem to have weighed on already fragile sentiment - more on those in a sec... The Hang Seng has been

Tim Vollans

Opening Belle

01 March 2021

🔔 Buffett & Munger's letter and the importance of demographics

💪 Unionisation: will unions push up wages? 👴👶 Demographics is all that matters 🍣 Buffett’s letter. What’s he doing?

Tim Vollans

01 March 2021

Bonds Calm - Vaccinations, UK Budget & OPEC in focus

Last week was pretty wild as volatility spiked into month end, and there is plenty to look forward to this week too. Risk is back on so far with a positive session in Asia continuing in London...

Tim Vollans

Premium

02 March 2021

I See Bubbles Everywhere...

Tim Vollans

01 March 2021

Bonds Calm - Vaccinations, UK Budget & OPEC in focus

Last week was pretty wild as volatility spiked into month end, and there is plenty to look forward to this week too. Risk is back on so far with a positive session in Asia continuing in London...

Tim Vollans

Antofagasta

24 February 2021

Looking for outperformance #1 - Antofagasta

Outperformance erodes opportunity cost, and if you outperform enough, eliminates it completely. The Veteran takes a look at the potential in Copper Miner Antofagasta...

The Veteran