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From a Position of Deep Discomfort

07 April 2025 A key element of our process is to capitalise on situations where market pricing has de-coupled from fundamentals or the...

Apr 74 min read

04 April 2025 At the start of 2025 we suggested that the market unfriendly elements of the Trump Agenda – tariffs, destabilising...

Apr 43 min read

Apr 20 min read

Apr 20 min read

Mar 180 min read

17 March 2025 Since World War II there have been 48 corrections of -10% on the S&P500 (the global risk proxy), 12/48 (25%) have turned...

Mar 173 min read

13 March 2025 As we noted last week, what the markets are experiencing is a “reverse feedback loop” – it is the unwind of forever and...

Mar 115 min read

07 March 2025 George Soros, influenced by his tutor, Karl Popper (1957) developed the concept of reflexivity. In contrast to general...

Mar 73 min read

04 March 2025 Differences of opinion between market participants are often (not always) a matter of time horizon. From our perch,...

Mar 33 min read

Feb 280 min read

Lindi Ng

Chief Operations Officer

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