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,...
Grab Bag (5 Nov 2016)
Finance 1) Some savers and politicians blame central banks for low rates. They're at least partially right. Investors earn returns as...
How boring & excellent made Vanguard an investing behemoth
You don't get to manage $3.5 trillion in assets (that's trillion, with a T, folks!) without doing something special. Patrick...
Visionary or Foolish Wanderer?
One of the interesting things about blogging is trying to understand which posts become popular and why. Some of my favourite posts end...
Building A Muscular Portfolio
Any investor worth his salt spends as much time thinking about portfolio construction as he does about security selection....
How Hard That Must Be!
Dimitar Berbatov scored a goal for Monaco a few years ago - you know the one I'm talking about - that perfectly encapsulated his...
