
Be wary of simple narratives: on stagnation and ‘animal spirits’
On Tuesday I touched on how charts can be used to tell overly simplistic stories, and how whether we choose to accept them at face value or dig into the… Read more »
On Tuesday I touched on how charts can be used to tell overly simplistic stories, and how whether we choose to accept them at face value or dig into the… Read more »
As believers in behavioural finance, we always try to consider how forces that we are not aware of can influence the decisions we make. Often the ways in which information… Read more »
The S&P500 index has risen to near record levels, but it seems that this has happened without any apparent rise in optimism about future corporate prospects. If anything, judging by… Read more »
At our recent quarterly investment offsite, an interesting debate arose on the correlation between bonds and equities. One participant suggested bonds and equities in the US had… Read more »
In the world of finance, the insatiable demand for content means that even when not much is happening, it becomes a topic of conversation. Several people have noted that even… Read more »