Sitemap - 2023 - HyperNormalTimes & In The Company of Mavericks

COP Goes Nuclear

Tony Brewer of Likewise Group - A life in carpets

COMING SOON - Tony Brewer of Likewise - A life in carpets - TRAILER

Understanding Mr Market

Negative Exceptionalism & UK Value

Nils Gornall of DP Poland - The Sport of Delivered Pizza

COMING SOON - Nils Gornall of DP Poland - A TRAILER

Governance & Chainsaws

The Exorbitant Cost of Cheap Wind Power

Are we there yet?

Why Invest in the UK? Simon French, Alyx Wood & Laurence Hulse

TRAILER - Why Invest in the UK? with Simon French, Alyx Wood & Laurence Hulse

Money Delusions & Crowding Out

Edward Ziff of Town Centre Securities

The Case for Occupying Mars

Brace!

Alasdair Haynes of Aquis Exchange - a catch up

Higher For Longer – Oil & Rates

Former Sick Man of Europe Gets Shot in the Arm

What Worries Central Bankers

The Space Race Moved South of Richmond

The Turning ESG Tide

Mindsets & Narratives

Is it OK to be Human?

Break Point, Expectations & Recovery

Titanic Risks in Threadneedle Street

The Battle Against Entropy

Price & Value – Bubbles & Butts

AI, Fiscal Policy & Axe Throwing on AIM

Sukh Chamdal of Cake Box - a catch-up

Macro Risks, Uninvestable Banks & Other Opportunities

The Failure of Inside Money

James Wilson of The Huginn Fund

The Fed Will Need a Bigger Broom

Meanwhile, on Planet Japan, in Another Universe …

Mark Smithson of Marks Electrical

UK Backwater Tide Will Turn

A Faulty Tap & Two Men in Nebraska

A Return to Stock Picking

Laurence Hulse of Onward Opportunities with Alyx Wood of Kernow Asset Management

The Discount Window to the Overton Window

Peter Keeling of Diaceutics

The Duration Bubble Unwind – Does it end in Tokyo?

Pleasant Valley – Not So Serene

The Soft Landing is Transitory

The Last Company to Leave the UK Please Turn Off the Lights

Ukraine One Year On – Did Everything Change?

The Return of the Stock Pickers – If Not Now When?

The Role of Public Markets In Supporting Growth Companies

Small Cap Effect – Dead or Resting?

Miles Adcock of Concurrent Technologies

Levelling Up, Population Control & OverHyping Technology

The Fallacy of Normality: Scottish Mortgage, China, & Money

2023: No Predictions – Some Assumptions, Questions & Thoughts