Is this the best-kept secret in finance?
Historians, in their quest to make sense of the past, refer to two types of source material. Primary sources are…
7 years ago
Economics & Markets
Mad about the boy
He is 39 and-a-half years old. He came top at Sciences Po and ENA. He was Minister of the Economy…
7 years ago
Sweeten your portfolio with cocoa
In this instalment of The Macro Investor, I’m going to lay the foundations for a long position in cocoa. A…
7 years ago
Signs of life in the eurozone
Last Thursday, the ECB decided to keep its monetary policy unchanged, as widely expected, and delay a significant change in…
7 years ago
The UK general election: A question of trust
The Tories are going to win the forthcoming British general election on 08 June handsomely if the opinion polls are…
7 years ago
Mellon on the Markets
Juvenescence, Bill Gates and the markets It’s been a month since the Master Investor Show, and it’s been a busy…
7 years ago
Is there any upside in oil?
Far from memory is the time when Saudi Arabia and OPEC were in control of global oil prices, as are…
7 years ago
Fair Blows the Wind for France (Or maybe not…)
France goes to the polls this Sunday for the first round of a presidential election of existential importance – both…
7 years ago
How to make sense of bond madness
After some initial enthusiasm, investors are now having second thoughts about the reflation trade and once again pouring more money into bonds,…
7 years ago
Where will Sterling go from here? Here’s a prediction…
At the Master Investor Show in London on 25 March, which many of my readers will have attended, one question…
7 years ago