Supplement 19 Nov 23 – Turning point?

Supplement 19 Nov 23 – Turning point?

“I think for anyone who’s gone through a crisis, there comes a turning point, an epiphany, that marks the beginning of the end.” – Deborah Norville, American journalist   ***PLEASE SUBSCRIBE TO THE YOUTUBE CHANNEL IF YOU HAVEN’T ALREADY – PROPENOMIX...
Supplement 05 Nov 23 – The Truth

Supplement 05 Nov 23 – The Truth

“The truth will set you free. But only when it is finished with you.” – David Foster Wallace, American novelist.   Welcome to the Supplement everyone. Those regular readers and listeners will know I get relatively obsessed with the Bank of England meetings....
Supplement 29 Oct 23 – Pricehead revisited

Supplement 29 Oct 23 – Pricehead revisited

“If one does not know to which port one is sailing, no wind is favourable.” – Seneca, Stoic philosopher. Welcome to the Supplement everyone. It was time, this week, to revisit the revelations which seem to have now made it into the FT (and little or no other...
Supplement 151023 – Re(:)Balance?

Supplement 151023 – Re(:)Balance?

“Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert Einstein, who needs no further introduction.   Welcome to the Supplement everyone. This week I wanted to take on the situation in the Middle East – but solely...
Supplement 08 Oct 23 – Real Data Revisited

Supplement 08 Oct 23 – Real Data Revisited

“In God we trust, all others bring data.” – W. Edwards Deming, American composer and economist (what a combination that is!)   Welcome to the Supplement everyone. This week my mind got very much stuck into the data, not least because I was asked to...
Supplement 01 Oct 23 – Q4 begins….

Supplement 01 Oct 23 – Q4 begins….

“If you are going to be a great investor, you have to fit the style to who you are.”  – Dr Michael Burry, American investor and hedge fund manager.   Welcome to the Supplement everyone. You know it must be a bearish week when I reach for a Michael...
Supplement 10 Sep 23 – The Thin Red Line

Supplement 10 Sep 23 – The Thin Red Line

“The central bank needs to be able to make policy without short term political concerns” – Ben Bernanke, former Chair of the US Federal Reserve.   Welcome to the Supplement everyone. A heavier quote this week to go with a heavier supplement...