The Art of the Possible
Image from Wikemedia – by Neide José Paixão Looking at Absolute Return – Can it be Done? A wise old hand once told me that all investors want is protection from inflation; do that, earn your fees and your job’s […]
REFLECTIONS & PREDICTIONS
This year won’t be last year, that much we know. Nor indeed will it be the inverse, which is inconvenient. So, starting this year as last year, but simply turned face down on the desk, is a trap. The place […]
All Clear? REITs and Private Equity
When do we go back to property (REITs) and private equity (PE)? We look closely at these two areas, as there appears to be nothing new to see or say on interest rates or inflation. Macro is dull just now […]
Bonds and Bullwhips
What are bonds for? Not always what you think. And the whiplash of the economy, (the bullwhip effect on all markets) makes recession both inevitable and meaningless. Corporate bonds vs government bonds So, to compare bonds – a corporate bond […]
Tripod
We take a look at three things that move markets: macro, politics, and mood. We have an inexplicable market rally to explain. On bonds we remain wary and we also take a look at the Keynesian attitude to inflation. The […]