(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The COVID pandemic, and most importantly, the global policy response to it, pulled forward…

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) To Buy or To Sell? An inordinate amount of time is spent debating — with maximum consternation — whether…

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The zenith of the fiduciary is upon us. Never before in the history of…

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The last major hydrocarbon energy shock occurred because Arab suppliers rug pulled the West…

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) Thankfully, unlike many others around the world, my experiences of war are sanitised and…

Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions. Dump-eve 8:00 PM Scanning the horizon, you giddily observe the accumulation of snowflakes. The forecast…

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) One of the most destructive mental constructs to the health of your financial portfolio…

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) We landed in Mandalay, departed the airport, and began our Myanmar adventure. It was…

(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.) The price of anything is the most powerful signal of the collective will of…