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Sometimes there is no point couching things in a story, anecdote or fable. This is a markets update – what the hell is happening out there? Not long ago,...
Usually I try and keep these thrice weekly notes to around a thousand words. The notes and quotes for this piece stretched to 2,400 words. Corporate America is sick....
Earlier this year I spotted that in 2020, solar and wind generated more electricity in Texas than coal. Since 2015, the amount of wind-generated electricity has more than doubled...
Here are two price charts of bitcoin, in the last five years. Source: Koyfin (Click to enlarge) Both are the exact same data, but the chart on the left...
The Chinese, English, and South African variants float into a pub… There’s probably a joke in there, but now I’m just daydreaming about going to the pub, and I...
Traditionally, every man and his dog has bought into the idea of the 60/40 portfolio. 60% bonds, 40% equities. This structure has been peddled from every corner of the...
I talk a lot about vehicles and emissions from a systemic perspective. Subsidies, fleets, models, range, batteries… and it’s all good. But I think I’ve been lacking a core...
Cricket has returned to terrestrial tv, which is lovely. England are playing India in what looks like being a fascinating and exciting series – absolutely fantastic to have on...