Japan Ends ZIRP
Following years of zero interest rates, the BoJ governor, Kazuo Ueda, has ended this policy. It is a clear signal
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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
Bonds Back in Decline
Trade in Soda; An uptrend is a series of higher highs and higher lows. In contrast, a downtrend is a
Asset Managers
Trade in Whisky; I joined the asset management business in April 1998, a time when asset management stocks were riding