Feeding the Commodity Rally
Trades in Whisky; The portfolios are feeling the pull from strength in precious metals and energy, which is good news
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A Vibrant Market for Oil
Oil has always played an important role in my investment process. Going back to economic basics, energy is the basis
Japan Ends ZIRP
Following years of zero interest rates, the BoJ governor, Kazuo Ueda, has ended this policy. It is a clear signal
Brazil Update
The Brazilian stockmarket has been one of my highest conviction ideas. I am not just talking about today, but back
Gold Miners versus Silver
Trades in Whisky; This year, Apple is down 12%, Google is down 6%, and Tesla 28%. Yet quietly in the
25 Years of British Banking
The Financial Times published a piece on European banks. What struck me was the positive headline, something I haven’t