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From our perch, the odds of a hard landing remain uncomfortably high. While risk assets have stabilised following the regional bank and...

A key fear of market participants and policy makers is a repeat of the 1970s (disco era) episode. While many pundits continue to argue...

As we often note, it is important to ask: what is your quarrel with price? While markets are not efficient, it is a heroic assumption to...

It has been a few weeks since we have published as your humble student of the markets has been on the road meeting investors. From our...

This year has started with a complete reversal of the previous year’s trends. That has offered a welcome respite to owners of financial...

Welcome to 2023. Later in January we will also enter the year of the rabbit: associated with hope, peace, prosperity, and longevity. The...

The resilience in current macro conditions supported by the positive catalyst of China re-opening has been contributed to a material...

An analogy we have often used for the relationship between equities and high yield credit is light versus full strength beer. Stated...

Dr Copper, the industrial metal with an honorary PhD in Economics, has been taken out to the woodshed over the past few months. The spot...

“In the stock market, the most important organ is the stomach, it’s not the brain” Peter Lynch A key element of our process is to take on...