Polemic's Pains

Friday, 22 September 2017

Cash is oversold.

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If I was selling a trade idea I would be now composing lots of arguments as to why I am getting really nervous about the markets. But I can’...
14 comments:
Saturday, 16 September 2017

Fund report - Polemic Casino Fund

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There was a Bloomberg article out 'separating the dos from the don'ts in investing'  that wouldn't have caught my attention ...
3 comments:
Thursday, 14 September 2017

Surviving the behavioural arms race

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I spoke to someone today who was surprised to hear where sterling was trading. They aren’t like us market watching nuts and only glean thei...
6 comments:
Wednesday, 13 September 2017

Ramblings of a mad man.

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My last post mentioned me selling out of Woodford Income fund and going it alone in an attempt to lose money in a more amusing manner than...
10 comments:
Monday, 11 September 2017

Doom Buster

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Doom Buster  Kim Jong-Un and Irma, Brexit and Trump, Global debt monster, To give us a thump Russia, Iran, Post-Turkish Coup Househ...
2 comments:
Sunday, 16 July 2017

Bitcoin - Pick a number, any number.

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I’m going to write about Bitcoin. Not because I like it, or hate it, just because I rank it as one of the maddest delusions of a market tha...
12 comments:
Friday, 14 July 2017

Donnie and the Great Glass Separator

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Donnie and the great glass separator As Trump is now pushing for his Mexican Wall to be transparent , let's have a guess at future ne...
Tuesday, 11 July 2017

Vinicultural Analysis.

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For the past few months I have been pretty inactive in the markets, instead parking money in dull old dividend paying stocks as I couldn’t s...
5 comments:
Wednesday, 24 May 2017

Chihuahua disruption.

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I met a great young doctor tonight, he 'scoped my throat because I thought I was going to die. My hypochondria, as it turned out, had m...
1 comment:
Wednesday, 12 April 2017

Orpington Markets

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At last, I am starting to form some thoughts and the result of them is pushing me towards sounding like Zero Hedge There are dark clouds o...
4 comments:
Monday, 27 March 2017

Watching from the stands trying to work out the rules.

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It's been a while since I posted, for the simple reason that I haven’t had anything to say. The world of finance and investing has, fo...
4 comments:
Wednesday, 22 February 2017

Together in our individuality.

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I spend more of my time with creative types these days. There is something about them that makes them all identifiable as creatives. In try...
Tuesday, 14 February 2017

Quincunx policy making. Quincunx markets.

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It's been a while since I last posted as I have been waiting for the realisation that Trump was not going to be a shoehorn to economic p...
4 comments:
Tuesday, 7 February 2017

Markets move as man skis in Austria.

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I'm on holiday in a ski resort in the Austrian alps. This means I have no time to read any in-depth market commentary, instead, I am gla...
2 comments:
Sunday, 22 January 2017

A wall of no worry

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The 20th of Jan has been an important date for me for the past 3 years, well before the election of Trump was even a glimmer of parody in c...
30 comments:
Tuesday, 17 January 2017

The end of the land of the free.

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Mrs May has been top of the headlines as The Economist cover once again proved a negative indicator. The weekend saw leaks of her st...
15 comments:
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