Earlier this week I discussed Zimbabwe – the country that took and continues to take ineptitude to a whole new level. Specifically, we discussed how the liquidity of assets gets impacted when things go really pear shaped. I think it’s worth understanding this process. There are certain dynamics that are very
Most of you know the story of Africa’s great jewel. Zimbabwe, presided over by the charming, charismatic, democratically elected leader Robert Mugabe. So great is the country that under his leadership it has reached dizzying heights. The highest inflation in Africa, the highest unemployment in Africa, and, of course, the
This week, we turn to oil and oil stocks. With oil markets in free fall once again and everyone turning increasingly bearish on oil, the senitment towards energy stocks has never been worse in a generation or two. We also take a closer look at another energy market that’s fallen
I warn you… I’ll get hate mail for this. I am a bad person. Perhaps, I spent too much time in European cities because Athens and Greece in particular always failed to impress me. Ok, they have a lot of crumbly buildings. But so do every other country in the
Him: “This market is absolutely 100% gonna crash.” Me: “You sound so certain?” Him: “Just look at the valuations.” Me: “Pricey valuations don’t always culminate in a market crash. There are other factors to consider.” Him: “Trump trade is over, and I’m now 50% hedged on US exposure and net long EMs.
This week, we look at US interest rates and explain why we think a move in US rates will surprise most investors and market commentators out there and even the Fed. We also wonder if the commodity super cycle has finally deflated and point out a couple of potential big-payoff
Maitre D’: “And finally, monsieur, a wafer-thin mint.” Mr Creosote: “No.” Maitre D’: “Oh, sir! It’s only a tiny little thin one.” Mr Creosote: “No. F**k off. I’m full…” [Belches] Maitre D’: “Oh, sir… it’s only wafer thin.” Mr Creosote: “Look – I couldn’t eat another thing. I’m absolutely stuffed. Bugger off.” Maitre D’: “Oh, sir, just…
Time is short so let me present to you one chart… to get you thinking in the right direction. Ok, I lied. Two charts… Pound pounded. Whyfore? Not one thing but many…. Brexit European Commission President Jean-Claude Juncker recently threatened the following: “The bill for the UK will be, to put it somewhat
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