Brexit

Escape from the Brexit Labyrinth

Every school kid now knows that if the British government wants to fulfil the will of the British people expressed…

The Pound will recover in time

Regular readers will know my stance on Brexit. And I voted as I did – after much reflection – well…

House builder Berkeley Group can bounce back from Brexit

Despite the Brexit vote, house builders remain an attractive investment proposition. With its high, well-covered yield and low valuation, Berkeley…

The UK’s Brexit negotiating hand is stronger than you think

Don’t tell ze Britisch but ve really need zem… In a recent reflection on what central bankers get up to…

Remainiacs will talk us into recession if we let them

The remainiacs control the media Do not underestimate the breadth and depth of the recusant remainiacs. Their mouthpieces are the…

Jim Mellon’s Brexit Playbook

This is a piece written by Jim for our friends at the Milken Institute, who were generous enough to allow…

The Global Funds Least Exposed to Brexit

There have been some massive winners and losers since the result of the EU referendum was announced on June 24th.…

It’s time investors assess the challenges and opportunities created by Brexit

The shock decision by the British people to vote to leave the European Union created havoc on the financial markets…

Better ‘Hedgit’ than ‘Losit’ on Brexit

"What we should grasp, however, from the lessons of European history is that, first, there is nothing necessarily benevolent about…

When Clouds Part

About 20 years ago, I was descending a Monro (mountain) in Scotland – Beinn Bheigeir on Islay, to be precise…