• April 20, 2021

    There is general sense “something wicked this way comes” towards current priced for perfection markets, but trying to define the exact N0-see-um likely to trigger a market correction or meltdown is a notoriously pointless game. However, there are plenty of ways to prepare for whatever comes next….

  • April 19, 2021

    Football, the beautiful game, is anything but pretty this morning. Could the mass-revulsion trigger something fundamental in terms of the shift towards stakeholder capitalism? Meanwhile, markets remain on highs, but there as signs the madness has gone too far. Do cracks in cryptos and over-priced stocks mean a wobble is coming? And, as the Shanghai Motor Show gets headlines – how deep is Tesla’s Moat? Not very…