Jim Mellon

Mellon on the Markets

Mellon on the Markets

6 mins. to read

My family has gathered on the Isle of Man for the holiday period, and a jolly time we have had. The one unpredictable and notorious feature of this beautiful island is the “four seasons in one day” phenomenon, which means we go from lashing rain to bright clear skies in literally a matter of minutes.…

The BONDfire of the Vanities

The BONDfire of the Vanities

6 mins. to read

Last week I was in New York, and by sheer chance I ended up right next to Trump’s golden palace (and of course the many thousands of indignant demonstrators objecting to his position as President-elect). I’d come across on the mighty Queen Mary II, as I find it easier to research  new books on the…

The signs of a Great Unravelling are appearing

The signs of a Great Unravelling are appearing

6 mins. to read

Another month of the phoney war in markets; range bound almost everywhere, except in Japan – which is performing well – and ahead of every other major market. (So it should: it’s the cheapest and best bet!). Don’t think for one moment that this quiet period and low volatility will last – I’ve just been…

Jim Mellon: The things keeping me awake at night

Jim Mellon: The things keeping me awake at night

6 mins. to read

With the gaggle of visitors to my Spanish lair abating with summer, I’ve had a lot of time for thinking lately. It’s been a quiet time for markets, seemingly, but there have been opportunities, some of which we’ve taken, and others which we outright missed. But you only need one or two to stay ahead…

Mellon on the Markets

Mellon on the Markets

6 mins. to read

The first month anniversary of Brexit was marked by an all-day debate in London hosted by the BBC and the admirable Intelligence Squared. I went along, partly out of curiosity, and partly to see my friend Dan Hannan, possibly the most articulate and passionate of the Brexiteers. It being London, the audience was heavily stacked…

Jim Mellon’s Brexit Playbook

Jim Mellon’s Brexit Playbook

4 mins. to read

This is a piece written by Jim for our friends at the Milken Institute, who were generous enough to allow us to reproduce it here.  Two weeks ago, I pulled my first all-nighter since I was 18. The news that the side I supported—those urging the United Kingdom to leave the European Union—had won the…

Mellon on the Markets

Mellon on the Markets

5 mins. to read

Brexhausted! I’m now back in Spain after being in the UK on the day of and the morning after the referendum.  Wow – what a result! I went to the area just outside Parliament where the TV and radio stations had set up and had been broadcasting all night till the morning of June 24th.…

Mellon on the Markets

Mellon on the Markets

6 mins. to read

As seen in the latest issue of Master Investor Magazine It’s hard to believe that the year is almost half way over. There is definitely an acceleration in time as you get older; I feel my life careening towards its ultimate destination  – but then I am cheered by the realisation that I have a…

Mellon on the Markets

Mellon on the Markets

6 mins. to read

As seen in the lastest issue of Master Investor Magazine I’m writing this on American Airlines flight from LAX to London; and the amazing thing is, I will be sending it by email from the plane to the Editor of this magazine in about an hour or so.  There has been internet on US domestic…