Who would possibly want to be a billionaire? Hated by the mob, a victim of evil governments holding you back with tax threats while denying your basic human rights – like a platinum gold bank account! Give me poverty anytime…

Valuations in the USA look insane. Surely stock prices must be a bubble? Maybe. Maybe not – the USA has created a self-driving technology machine, a conveyor belt of tech innovation that’s set to continue delivering value and corporate profits. To understand it – ditch traditional thinking about economies.

Is it just me that finds Christmas and the Holidays to be overly stressy? They will be over too quick, and we’ll all be back as confused as ever. Here are some thoughts and predictions for 2024. The one thing I guarantee: The World is Changing.

The UK’s IPO market is dead and buried, slain by markets, relativity, distortions, a lack of ambition, and out-right incompetency. But the UK remains competitive, inventive, innovative, and entrepreneurial – how can we kick start IPOs?

Revelations about corruption at the heart of the UK government during Covid will hardly come as a surprise.. Unhappy voters will demand changes. Time to make some examples “pour les encourage les autres”!

 Market predictions are hostages to fortune. Keeping an open mind and being adaptable is an alternative – but means missing the long-term benefits of conviction trades. This morning Bill and Julian demonstrate why markets exist: perspectives differ!

Charlie Munger has left us a deep well of investment advice – pithy quotes we can all learn from. Pay attention and remain deeply, deeply sceptical. Meanwhile, the fact bond rates are falling does not mean the global economy is fixed. It means trouble ahead.

A Halloween horror story: How can an economy succeed when it becomes legally loaded against success? Why do 65% of UK businesses fail within 10 yrs? The Porridge will struggle because I’ve fallen foul of the legal poachers who lurk on the sidelines.

Volatility in Treasury markets is setting off Global alarms. Economic numbers and earnings present a mixed picture of what’s occurring in terms of rates and inflation projections, but the reality is markets are highly vulnerable to rising uncertainty!

There is a crisis brewing – things are likely to get worse before they get better on the back of Political Dither, a Reverse Big Bang in the City of London, and the Escalation of the Middle East crisis threatens higher energy costs and inflation!