3 August 2024
First, do nothing
"Today, we have reached the same point in relation to information overload that we faced 20 years ago in regard to food intake. We are beginning to recognize how toxic news can be and we are learning to take the first steps toward an information diet."
27 July 2024
The strange death of value investing
"Keynes’s initial foray into investing led to a smash up. He lost everything he had unwisely borrowed and had to be bailed out by his parents.."
20 July 2024
The terrible allure of ‘Noptimism’
“Asset and wealth managers – and their clients – need to be prepared for some of the most important changes for a generation.”
13 July 2024
Mind-forged manacles
"Investing is not necessarily about what you know, it's about how you behave.”