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Jun 270 min read
Crude Reality
17 June 2025 Ironically, we had been doing work on oil and gas prior to the Isreal-Iran episode last Friday. Recent underperformance of...
Jun 173 min read
May 240 min read
May 240 min read
Apr 280 min read
Apr 280 min read
Focus on a Single Story
24 April 2025 From a behavioural perspective, a key feature of major market episodes is that investors tend to focus on a single story....
Apr 233 min read
What do you know that the market doesn't already know?
09 April 2025 A mentor of mine used to say in these moments, “what do you think you know that the market doesn’t already know?” We know...
Apr 93 min read
Apr 20 min read
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