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Jeffrey Snider
Eurodollar University, 10 December 2022
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Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
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Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, 28 February 2022
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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Three Monkeys Media, Trump and the markets

Media Commentators are currently behaving like the three wise monkeys with regards to Donald Trump; they don't want to hear what he is saying, watch his rallies or talk about his likely policies. But the markets are starting to pay attention, especially the energy markets.

Mark Tinker
Market Thinking, December 8, 2023

One Hundred Inflation Shocks: Seven Stylized Facts

Working Paper

Anil Ari, Carlos Mulas-Granados, Victor Mylonas, Lev Ratnovski, Wei Zhao
International Monetary Fund, Working Paper, September 2023

Japan, the steep climb that’s about to flatten out

The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.

Robert Burrows
M&G Investments,  Bond Vigilantes, 1 February 2024

Mind the gap: The value case for global small and mid caps

Jonas Edholm: Mind the gap: The value case for global small and mid caps

Jonas Edholm
Skagen, 18 January 2024

The Carousel of Confusion

What’s more, if you’d taken a 12 month sabbatical through 2023, spent on a desert island listening to the Smiths and the Velvet Underground, then upon firing up your Bloomberg on New Year’s Day, what would be most surprising of all, is that none of this uncertainty is visible in markets.

David Knee
M&G Investments,  Bond Vigilantes, 11 January 2024
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Do you consider yourself a disciplined guy, do you get up every day and work?"

Oh, I try to get up every day!“

Jimi Hendrix interview by Dick Cavett
Jimi Hendrix Talks Life as a Young Musician, The Dick Cavett Show, 1969

"There’s nothing else like it out there. There may be a very good reason for that, but I mean, my thing has always been trying to do what others aren’t doing because nobody can then tell you how badly you’re doing it."

Nick Foulkes
Collectability Podcast, Episode 19, October 2022

Louis Jouvet: "Tu ne me demandes pas ce que contient cette lettre?"

Pupil: "Que contient cette lettre?"

Louis Jouvet: "Dix fautes d’orthographe, quatre fautes de syntaxe, et une protestation!"

Louis Jouvet
Louis Jouvet playing a teacher of dramatic art in the movie Entrée des Artistes, 1938