20 September 2022
🔔 Context Peasants. CONTEXT
Markets go up and down, fortunes are made and lost. Everything is cyclical. King Charles says we need a bull market in critical thinking.
16 September 2022
🔔 The Illusion Of Knowledge
"No amount of sophistication is going to allay the fact that all of your knowledge is about the past and all your decisions are about the future"
15 September 2022
🔔 Inflation In The Real World
Does inflation really hurt the poor most? "Our understanding of inflation is not helped by a world increasingly dominated by sound-bite economics"
14 September 2022
🔔 The Evolution From Growth Company To Business
Great business you have there, does it actually make any money?
13 September 2022
🔔 Housing: The Big Short Rerun?
It's not 2008 all over again. Some housing pain is assured, but there's a lot that's different this time...
09 September 2022
🔔 Business Moats: Can't Touch This
Every company wants a deep, wide moat. Something that protects the company from invaders barrelling in and stealing the loot. But not all moats are created equal
08 September 2022
🔔 Central Banks: How's Your Poker Face?
Central Bank Strategy: Give nothing away, keep betting big and hope for the best.
07 September 2022
🔔The REAL Reason Stocks Are Crashing
OK. So you want to know the REAL reason stocks are down? We plugged the data into our proprietary Macrodesiac Model™ to bring you the answer.