ALL OUR PUBLICATIONs
ALL OUR PUBLICATIONS
ALL OUR PUBLICATIONS
Investors Need a Crystal Ball for Risk, not Returns
‘Leo, what do you think of this CoCo?’
Like clockwork, every few weeks for the last decade one of our clients would forward an email…
Artificially Intelligent Investors: When Robots Take Over Your Portfolio (And Hopefully Make You Rich)
As we enter the age of AI investing, it’s not hard to imagine a future where investors are replaced by robots. But what happens when those robots start investing in other robots?
Permanent loss of capital
In the last two months I’ve had three client prospects come see me, all of whom suffered significant losses in last year’s challenging financial markets, between -40% and -70%
Indicators Lining Up for 2023
Indicators are falling into place for next year’s outlook, but not in the way investors are anticipating
Another Corner of Crypto Implodes: FTX – Crypto Should Not be Valued in Dollars
Following the Terra-Luna collapse in the summer we’ve had another implosion with much wider ramifications for the crypto world
No One Knows Anything: Trend Following in a Portfolio
Goldman downgrades equities on inflation and rising yields, after the market has already dropped 20 per cent
