The Disruptive Olympics
August 2, 2021
Doing well in the Olympics does more for a nation’s mental health than any amount of politicking or dull economics numbers. Time for the UK to learn from success and do even more to broaden access as the Disruptive Tokyo Games highlights the opportunities!Read More »
The Pandemic doesn’t need to slaughter us in hordes to create ongoing economic mayhem.
July 30, 2021
Markets and data have been posting strong numbers, but all around are warnings on future outlook problems. Politicians are keen to claim victory over the pandemic, but the science increasingly points to Covid becoming a very long-lived problem and long-term threat to global activityRead More »
China Syndrome and Taper Tantrums – just two of many things to fret about…
July 29, 2021
Some of the heat was taken out the escalating China Syndrome yesterday when the Chinese regulator held a “secret” meeting with global firms, while Jay Powell took the pressure out of immediate taper fears. Both issues remain sources of massive future pressure on markets – they are sorted for now, but not resolved!Read More »
Tech sector’s tectonic plates keep shifting
July 27, 2021
Yesterday’s events across Tech served to remind us it’s a fluid sector where what we believe one day may be false the next, but deep down there is bedrock. Crypto currencies saw a last-chance bubble pop, while Tesla genuinely surprised me by producing solid results – which don’t for one moment change my perspective its fatally overvalued. Meanwhile, the latest …Read More »
Be very suspicious of banks declaring diversity goals
July 26, 2021
Don’t be fooled by thin summer markets – the world has changed, markets no longer take August off. Yet, finance changes slowly - for all the talk about diversity it’s taking generations to change the mindset and sense of entitlement that underlies markets. Maybe a good shock will be no-bad-thing – but banks making statements about their diversity ambitions should …Read More »