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Looking back over the past two and a half years at the extraordinary post-Covid boom in the technology sector and its subsequent bust, one question come...
December 22, 2022

The Downsides of Free Money

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If you have been paying attention to capital markets over the past year, central bankers – the most data loving people on earth - have been telling...
November 24, 2022

Central Bank Limits and Opportunities for Investors

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140 years ago, the Edison Illuminating Company built the world’s first central power station and cogeneration plant in New York City...
September 25, 2022

Necessary, but not cheap - the reality of renewable energy deployment

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You are now a year old, and I am convinced that you are ready to shoulder your father's ambitions of being one of the finest investors of all time...
August 18, 2022

How I will encourage my daughter to be a successful investor

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The use of the term 'cartel' is usually associated with Columbian or Mexican drug lords, but 15 years ago, the two richest cartels on earth had nothing to do...
July 25, 2022

Cartels, conflict and potash

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 “An investment in education always pays the highest returns.” – Benjamin Franklin
June 16, 2022

Education is the best investment, so why do universities invest elsewhere?

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