Why a foolish consistency could sink Anthony Martial - and your portfolio
After a brilliant display against Real Madrid, Manchester United forward Anthony Martial was urged by manager Jose Mourinho to produce...
You magnificent ba**ard, I read your book!
There’s a famous scene in the movie Patton where the maverick general George Patton looks out at a retreating German army and growls,...
Thinking In Systems
I've been thinking over the past few weeks about two seemingly unrelated phenomena. First, the fact that humanity has been...
In Defense of Jose
It's hard to believe I'm writing this post. Four years ago, I was as anti-Mourinho as they come, and to my eternal shame, preferred David...
Dangerous thoughts on the next crisis
There's an old trading aphorism that markets climb a wall of worry. Over the past 8 years, that wall has been even higher than usual....
The Great Transformation of Commodities
One of the most fascinating things about the world of agricultural commodities is just how global the markets are. Palm oil produced in...
6 things I learned in 2016 from watching markets & Manchester United
"Some people believe football is a matter of life and death...I can assure you it is much, much more important than that." - Bill...
Trumponomics
At long last, the US elections are over. Like many others, I was surprised by the outcome, which was a sharp reminder that we live in an...
The Many Uses of Danny Meyer's Saltshaker Theory
Danny Meyer is a superstar in the restaurant world. Starting with Union Square Cafe in 1985, Meyer's stable of restaurants now includes...
Introducing the Grab Bag
Michel de Montaigne is often referred to as an essayist, but that word did not have much meaning before Montaigne. Sarah Bakewell notes,...
