Long Asylum Seekers
Look, I love to think up whacky themes that have the ability to play out. My big bet is on infrastructure… But a UK specific bet is a … Read more
Look, I love to think up whacky themes that have the ability to play out. My big bet is on infrastructure… But a UK specific bet is a … Read more
The year is 2015. We’re a year into Russia invading Crimea. We’re well into the Presidential campaign that saw Trump end up being the victor. Zero interest rate … Read more
The world of social media is a funny one (mainly because it’s just media and there is nothing social about it anymore). I dropped a meme the other … Read more
The retail trading community is highly familiar with the sniper trading approach — a widely taught, mechanical system that focuses on precision, strict rules, and back-testing. It’s simple to market … Read more
Momentum That Prints Money: Why the Smart Crowd Just Follows Trends Let’s call it. If you’ve been jumping from “cheap” stocks to whatever some influencer pitched last week, … Read more
We’ve all seen these fellas on YouTube and on X. The types who draw nice lines to explain how MaRkEt MaKeRs are controlling the markets with liquidity pools … Read more
Understanding the Price-to-Earnings (P/E) ratio is the first step in realizing why some sectors trade at sky-high valuations while others are priced like they’re going out of business. … Read more
Most investors are creatures of habit. They check the P/E ratio, maybe glance at the Price-to-Book (P/B), and find the one that best supports their existing bias. But … Read more
In this three-part series, I’m going to explain how the Price-to-Book (P/B) ratio is actually a secret weapon for understanding value in a changing interest rate environment. Let’s … Read more
We are EXTREMELY privileged right now… The legends, Mr EffMktHype, Macropotamus and Tom Graff have been toiling away writing THE ONLY guide you need to understanding the bond … Read more