Volatility – virus, bubble, or both?

Episode 09/02/2018  

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Thank goodness for the end of ‘easy money’

Episode 25/01/2018  

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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A summary of Q4 2017:

Episode 11/01/2018  

Have we climbed the ‘wall of worry’? Or: How I learned to stop worrying and love the boom… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Black Friday highlights how we treat asset prices differently to other goods.

Episode 24/11/2017  

The annual ‘Black Friday’ phenomenon is well known for producing some unusual human behaviour. Consumers rush to take advantage of lower prices, displaying the classic biases associated with group dynamics:… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Is it time to short equity markets?

Episode 22/11/2017  

As we have mentioned repeatedly on this blog, the change in market mood since the pivotal moment in the middle of 2016 has been staggering. Extreme pessimism has given way… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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UK equities – the silver lining to the Brexit cloud

Equities Forum 24/11/2017  

After making a lot of money, people get emotional and in what I term ‘the BBQ effect’ they want to share these feelings – this causes those who have missed out to be jealous. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Beware the BBQ effect!

Equities Forum 08/11/2017  

After making a lot of money, people get emotional and in what I term ‘the BBQ effect’ they want to share these feelings – this causes those who have missed out to be jealous. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Are markets ignoring the news? The Catalan crisis as a case study

Episode 01/11/2017  

We are told that markets are ignoring news flow today in the hunt for short term gains. In part this seems to be an issue of salience. The news which… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Thinking (and feeling) about risks

Episode 19/10/2017  

New York, New York… Imagine the excitement. In a moment of spontaneity, you’ve decided to treat yourself and your other half to a last minute trip to New York. You’ve… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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