Latest Month in Markets video
I recently recorded a video reviewing the month of August in financial markets. Despite the holiday season, the news flow hasn't slowed down much.
https://www.sjpinsights.co.uk/article/the-month-in-markets-3
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Chris Ralph的更多文章
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Did Treasuries Know Something Equities Didn’t?2020年4月28日
Did Treasuries Know Something Equities Didn’t?
Although we are very much still in the grip of COVID-19’s impact, it has now been a month since the equity market’s…
32
4 条评论 -
An inflection point2020年2月1日
An inflection point
Commentators far more erudite than I have written cogently about the challenges and opportunities that we will likely…
64
1 条评论 -
Investment Week article2018年12月5日
Investment Week article
It's been a while since I last posted but I was keen to share an article that Laura Dew at Investment Week wrote about…
65
8 条评论 -
Branding in Asset Management2018年8月21日
Branding in Asset Management
I’m not sure what prompted it but I recently spent an enjoyable hour discussing how branding of asset managers has…
76
7 条评论 -
Trade tariffs are great - really?2018年7月30日
Trade tariffs are great - really?
I thought this was a particularly striking chart. Despite the current phenomenal strength in the US economy, if global…
29
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Resounding clarity2018年7月15日
Resounding clarity
One of the best investment books I have ever read is Howard Marks’ The Most Important Thing. A book so filled with…
47
3 条评论 -
Great quote from Buffett / Munger....again2018年6月21日
Great quote from Buffett / Munger....again
I have become a convert to podcasts in the past 6 months and I now listen to them on the train / tube, etc every day…
42
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I intend to keep both eyes on the jobs data2018年3月26日
I intend to keep both eyes on the jobs data
When posting last week on the LIBOR/OIS spread last week, I noted that the jobs data coming out of the US was…
12
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If it looks too good to be true...2018年2月14日
If it looks too good to be true...
Following a period of market gyrations last week, I read an excellent article in the Financial Times by Joe Rennison…
47
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A couple of book reviews2018年2月2日
A couple of book reviews
I blogged last week about kite surfing and Grit and promised more. So here it is.
11
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