8 June 2024
The smartest guys in the room
“Markets change minute by minute. Human nature barely changes millennium by millennium. There’s your edge.”
1 June 2024
Playing poker with liars
“This transformation marks a significant departure from the previous role of [US Treasuries] as a safe haven, and it requires a rethink in strategic allocation.”
25 May 2024
Bad news
“The temptation to pander is almost irresistible. And while people need good advice, what they want is advice that sounds good.”
18 May 2024
The best kept secret in finance
“What follows is perhaps the most extraordinary story in investment."