3 December 2022
Chauffeur knowledge and the crack-up boom
26 November 2022
The most important words in investment – and life
19 November 2022
There is nothing new under the sun
12 November 2022
bitcoin vs gold
Do not respect their authority
5 November 2022
The problem cannot be the solution
29 October 2022
Is it safe ?
22 October 2022
Another dispatch from Clownworld
15 October 2022
Telling tales
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Risk and opportunity
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What is value, anyway ?
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The Year the Earth Stood Still
17 September 2022
Surviving ‘total war’
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Damned lies
3 September 2022
The most expensive purchase you will ever make
27 August 2022
Storm Season
13 August 2022
Warren Buffett’s Dark Secret
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Low cost is not low price
30 July 2022
Investing at a time of crisis
22 July 2022
The Puritan Gift
16 July 2022
Survival of the fittest
9 July 2022
The only thing that matters ?
2 July 2022
All change, please
25 June 2022
Markets Meet Their Waterloo
18 June 2022
The Battle to Control the Central Banks
11 June 2022
When the ‘Everything’ Bubble Bursts
4 June 2022
Children of the Revolution II
28 May 2022
The Great Disappointment
22 May 2022
Tragedy
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Horror Story
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The end of history
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The strange death – and rebirth – of value investing
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Stocks and the Stockdale Paradox
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System failure, and a means of escape
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Turning Japanese
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The Tiger
26 March 2022
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Until the end, when it bends
19 March 2022
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Signal failure
12 March 2022
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Beating the professionals
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Big Bang Theory
26 February 2022
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Now you see it..
19 February 2022
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The Road to Hell
12 February 2022
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Escape from Jekyll Island
4 February 2022
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Mad as hell
31 January 2022
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Spoiler warning
23 January 2022
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Bat from Wuhan
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Repo Men
19 November 2021
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Tulips !
13 November 2021
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Cracking up
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Keep the Faith
28 October 2021
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Madness
22 October 2021
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Indestructible
13 October 2021
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On skin in the game
6 October 2021
End Times
30 September 2021
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The Crazies
26 September 2021
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Who goes there ?
19 September 2021
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Lords of Misrule
6 September 2021
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Convid-19
30 August 2021
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The Year the Earth stood still
23 August 2021
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Trustbusters
17 August 2021
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On pain of death
9 August 2021
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Suicide Squad
6 August 2021
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This too shall pass
16 June 2021
Modern monetary theory
It’s a kind of magic
27 April 2021
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The three most important words in investing
19 April 2021
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Who is John Galt ?
13 April 2021
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Keep calm and carry on
7 April 2021
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Do you have a licence for your Minsky ?
29 March 2021
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Nothing new under the sun
23 March 2021
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A time of universal deceit
17 March 2021
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Children of the revolution
12 March 2021
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Never such innocence
4 March 2021
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Game over
24 February 2021
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A change in the weather
22 February 2021
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A question of trust
17 February 2021
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Crocodile tears
8 February 2021
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Stranger than fiction
28 January 2021
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Caught short
25 January 2021
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The great grift
18 January 2021
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Be careful what you own
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Strange days indeed
25 December 2020
Lockdown sceptics
Merry Christmas Everybody !
7 December 2020
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The Great Reset Part II
24 November 2020
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Night of the Wrong Wives
16 November 2020
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The Crony Virus Chronicles
9 November 2020
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Flu d’etat
29 September 2020
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Power failure
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UNIDOS HACIA EL FUTURO
24 August 2020
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Winning the wrong game
17 August 2020
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Into the twilight zone
10 August 2020
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The quick and the dead
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Hearts of glass
27 July 2020
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When satire dies
19 July 2020
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The Green Slime
13 July 2020
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A four-letter word
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Ozymandias And investing
We are all Ozymandias (revisited)
6 July 2020
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On wealth, greed and happiness
29 June 2020
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A year to remember
22 June 2020
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EMH ? WTF ?
8 June 2020
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Pet Rock Star
30 May 2020
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Three little words
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Covid crisis
The Covid-19 Crisis in Movie Quotes
14 May 2020
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Man is the warmest place to hide
3 May 2020
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Bug Tussle
30 April 2020
Investing through the looking glass
The Great Suppression
27 April 2020
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China’s Chernobyl
14 April 2020
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Worst film ever
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Ludicrous speed
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End of Empire ?
24 February 2020
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Everyone has a number
18 February 2020
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Get to the chopper!
11 February 2020
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Try ignorance
5 February 2020
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Bless you!
2 February 2020
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Cleansed by fire
28 January 2020
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Unclean!
22 January 2020
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World On Fire
16 January 2020
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Inflation: try to remain calm
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Monetary Massacre Theory
15 December 2019
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Phew !
3 December 2019
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The Emperor’s Old Clothes
27 November 2019
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Red Scare
20 November 2019
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Panic on the streets of London
13 November 2019
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The Final Battle
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On liberty
30 October 2019
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Know what you know
22 October 2019
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Balls
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Spooky
24 September 2019
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Dover Beach
17 September 2019
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11 September 2019
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Hope, need and greed
4 September 2019
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Just who is the enemy?
27 August 2019
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21 August 2019
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Take Shelter 2.0
14 August 2019
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Investors Chronicle
Serious advice
30 July 2019
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Bagehot ? Or bulls**t ?
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Markets and the meaning of life
16 July 2019
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A mob of nasty, ignorant dwarves
10 July 2019
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Are you wasting your time ?
3 July 2019
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“Mind-alteringly cheap”
25 June 2019
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Death Wish
13 June 2019
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It’s never enough
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Turkeys Twizzled
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The psychotic freakshow rolls on
1 May 2019
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24 April 2019
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The shock wave reaches the shore
18 April 2019
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Behave !
9 April 2019
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Be surprised
3 April 2019
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Before the Fall
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Alternative views
20 March 2019
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EUnola May
13 March 2019
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Trend following
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Don’t be so negative
28 February 2019
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Systemic risk
20 February 2019
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Consequences
13 February 2019
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Is Mark Carney the biggest Cnut in the world ?
7 February 2019
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Outrageous fortune
31 January 2019
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Hire Harry Markopolos
25 January 2019
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18 January 2019
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10 January 2019
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What lies beneath
14 December 2018
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The hike before Christmas
5 December 2018
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Identity crisis
30 November 2018
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Under the influence
21 November 2018
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A real eye-opener
16 November 2018
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Yuck
9 November 2018
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Events
1 November 2018
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Fireworks
25 October 2018
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Risky business
17 October 2018
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12 October 2018
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Watch bonds
3 October 2018
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28 September 2018
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12 September 2018
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Happy anniversary
7 September 2018
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Everything is awesome
30 August 2018
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On the wealth, and poverty, of nations
23 August 2018
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Less is more
17 August 2018
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Three years down the toilet
9 August 2018
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Speaking truth to power
1 August 2018
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Tangled web
26 July 2018
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Four types of people
21 July 2018
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Per ardua ad astra
14 July 2018
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An odd, non-linear game
5 July 2018
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The long march of the bezzle
28 June 2018
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The outrageous cost of a free press
23 June 2018
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Failure, guaranteed
13 June 2018
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Darkest hour
8 June 2018
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1 June 2018
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#Parmageddon
24 May 2018
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#EUvacuate !
19 May 2018
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May Day
10 May 2018
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The best 50 minutes you will spend this year
4 May 2018
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Car crash
27 April 2018
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21 April 2018
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‘Exor set’ missiles
13 April 2018
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I.T. bites
5 April 2018
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J’accuse
29 March 2018
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Telling tales about the markets
24 March 2018
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Outright lies from a forged source
16 March 2018
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On rational optimism
3 March 2018
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Prudential regulation
23 February 2018
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A complete and utter disgrace
16 February 2018
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Margin of error
9 February 2018
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Through the Looking glass
2 February 2018
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No more Mr. Nice Guy
27 January 2018
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A monster in plain sight
20 January 2018
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Artificial intelligence
13 January 2018
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6 January 2018
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A slow death
12 December 2017
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Forward, comrades, to the past!
9 December 2017
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The EU
24 November 2017
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When size sucks
18 November 2017
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Solving the Irish Question
10 November 2017
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Close to the edge
3 November 2017
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Wrong turn
28 October 2017
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For god’s sake, stop!
19 October 2017
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Hotel CalifornEU
30 September 2017
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About time
23 September 2017
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Altmann scores
15 September 2017
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The end of an error
8 September 2017
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Sell Warriors; buy Wizards
2 September 2017
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The Wall
26 August 2017
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Deafblind
19 August 2017
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Maths versus magic
12 August 2017
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This too shall pass
5 August 2017
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Honest Business News
29 July 2017
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Boom
21 July 2017
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Ask the FT
15 July 2017
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Popularity is overrated
8 July 2017
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The best funds in the world ?
1 July 2017
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Borrowed time
24 June 2017
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Brexit Bullxit
17 June 2017
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Uncool Britannia
10 June 2017
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Stranger in a strange land
2 June 2017
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Question Time
27 May 2017
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Here is wisdom
20 May 2017
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Growing the pie, not eating it
13 May 2017
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Passive aggressive behaviour
29 April 2017
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An opinion not a fact
3 April 2017
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American carnage?
23 March 2017
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Full, but not bursting
23 February 2017
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Madness
23 January 2017
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Let freedom ring
23 December 2016
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Life finds a way
23 November 2016
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Seek and ye shall find
23 October 2016
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Red Yawn
23 August 2015
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Breaking the chain
17 July 2015
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The only thing we have to fear…
17 July 2015
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On not adding, but taking away
8 June 2015
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On billionaire altruist lunatics
30 May 2015
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Goodbye to all that
28 May 2015
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Unsafe at any price
28 May 2015
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Major drag, huh?
4 March 2015
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Asset manager? Or asset gatherer?
3 December 2022
Chauffeur knowledge and the crack-up boom
“Never confuse education with intelligence; you can have a PhD and still be an idiot.” - Richard Feynman.
26 November 2022
The most important words in investment – and life
“There’s always something to do.”
19 November 2022
There is nothing new under the sun
"In a depression all.. is reversed. Money is watched with a narrow, suspicious eye. The man who handles it is assumed to be dishonest until he proves himself otherwise.."
12 November 2022
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Do not respect their authority
“Meanwhile, the rest of us are left with stagflation as far as the eye can see. What’s important at this point is to avoid the crack-up boom that can sometimes follow these kinds of policy disasters. We should count ourselves lucky if we somehow avoid that plus dodge the bullet of a full-scale financial crisis.”