Where's Goldilocks?
With bond yields rising and global energy under pressure, market breadth continues to deteriorate. That is a measure of market participation.
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Crypto in The Multi-Asset Investor
The crypto ETP ban has been reversed in the UK, and so it is time to ask the questions.
We Need to Discuss Bitcoin
Most stocks and bonds won’t do well in a high-inflation environment. On the other hand, real assets ought to fare much better.
Oil Shock Drives Bond Yields
In light of the continued rise in bond yields, I have decided to take some defensive action in the portfolios and reduce exposure to property.
Supply Shock Drives Commodities
Commodities are not the greatest long-term investment. Since 1970, a diversified commodity basket in cumulative terms has done less
UK Pays 8x More for Natural Gas than the USA
The North Sea Gas price has doubled this year. With gas and electricity at three-year highs, who knows when this will peak?