A metaphorical series of musings sometimes told to practitioners in an attempt to explain the mechanics and results of market gyrations through reference to easily observed natural events.
Posts
Khwaja or Smith? How do you set your field in this market environment?
Fill your slip cordon? Put in a close ring in front of the bat? Whack…
Keep readingIndia: a structural growth story if I ever saw one
2022 has been a year where geopolitics has come sharply into focus. Nations globally jostle…
Keep readingEntering the centrifuge: how will ‘wokeness’ fare in an age of higher neutral rates?
One thing I was always taught when faced with a convoluted essay question at university…
Keep reading“If all the nation’s economists were laid end to end, they would point in all directions”
— Bernard Shaw
The bulls and the bears 