Polemic's Pains

What a January. February is going to start off cloaked in uncertainty too. Just to show how broad my musical experiences (rather than pleas...

Now I am not a multifaceted equity geek, though I know my EBITDAS from my P/Es, but thee Amazon results do not sound like a cracking return....

Yesterday’s markets were ‘interesting’. Oil made new recent highs, equities made new recent highs and then the FOMC came out and the party s...

There comes a time when the level of correlation hits a point where people start to notice. They will trade one asset on the back of moves...

Monday went pretty much as planned with everything risky fading again. After the $5 rally in oil it makes sense to give half of that back an...

Before anything else, here's today's 'Alex' cartoon from http://www.alexcartoon.com/index.cfm?cartoons_id=5065  ...

Though we all like to pretend we are cool unemotional system and process driven investors, even the hardiest algorithm driven fund managemen...

Iran Petrol is now cheaper than most bottled water and considering that the price of petrol in the UK is 75% tax, at 99p/litre, without the...

10 US sailors are in Iranian captivity. But worry yee not, we have a plan So here’s the plan. We buy stocks in US arms companies , law fir...

It's bad, It's very bad. It's so bad that we know we might as well join the crowds and head down to the Colosseum to watch the g...

Welcome to Notwitter. The site where you don't publish all the things you shouldn't say. Where the things that should remain silent,...

On the introduction of the Bristol Pound I wrote a cynical spoof of the life cycle of this new local currency and was subjected to some vehe...

We are now a week into 2016 and due to the small sample set we can take the week’s moves and also quote them as the month's and year’s...

So here were some calls I put out last year for 2015. And it's time to appraise. - Trends in equities and bonds will end. This is t...

The ECB has added yet another positive data sample to support the theory that the most profitable trade of 2015 is to fade market expectat...

The Pitch for working title ‘FiX Up’ After seeing the age of the criminals who pulled off the record breaking Hatton Garden vault heist an...

Apparently the next two weeks in markets are going to be the most important since Noah predicted the flood crisis. Thinking about Noah for a...