What happens next if inflation peaks this month?

Tim Vollans

and others

'I don't know' pops up again - I don't know very much about coffee, but I think taking this laterally and seeing how easy it was for commodity prices to increase due to supply constraints could be the answer to taking a punt on this one.

David Belle

This is literally the worst case scenario, but past downside moves have occurred in this way, where they have simply seemed never to end. Remember, this isn't to make you shit yourselves... It's just to be aware!

David Belle

Perhaps even the mention of 'normality' will strike fear into the highly leveraged. What I do know, is that between now and August/September, there is a vacuum of uncertainty. and this certainly makes life difficult.

David Belle

Does anyone remember before 2016? The year we had Brexit... The year Trump was voted into office? Does anyone recall the sheer shock when both campaigns won? I do. The complacency leading up to both was rife. And as the title says, complacency kills. We've seen something pretty drama.

David Belle

I think learning from mistakes is in fact the only way that we do indeed learn adequately. But rather than learning from your own mistakes, where you don't even take on any initial risk, learning from others' is even better.

David Belle

The UK is a bit of a weird one when it comes to equity markets. The composition of the FTSE is, in my opinion...

David Belle

What is a good market story and what is a bad one?

David Belle