Who’s been swimming naked!
Warren Buffett's famous quote, 'only when the tide goes out do you discover who was swimming naked' is very prescient for todays markets. With the onset of interest rate rises,…
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May 14, 2022
War in Ukraine and Global Markets Update
Ukraine What can we say that you have not already heard! Probably the big thing to focus on here is the news over the weekend that Germany has finally joined…
February 27, 2022
Yield curve – Uncontrolled
October ended the month with a three day streak where yields on short term bonds were shot out of a cannon. It was a test of the resolve of the…
October 31, 2021