March 22, 2019

I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally considered a top investor - say, for example, lacking unusual information advantages or extraordinary analytical wizardry. I started...

January 3, 2019

To absolutely no-one's surprise, the Jose Mourinho era at Manchester United collapsed in acrimonious fashion just before Christmas. The warning signs were there all through a tempestuous summer, but for me, reached critical point by the end of September. Nonetheless, w...

November 14, 2018

To hear two of its sharpest observers, the media industry is pretty screwed. In a recent conversation, Vox's Ezra Klein and NYU's Jay Rosen spoke about the increasing homogeneity of the news, and the lacunae which are developing as a result. As the profitability of jou...

May 29, 2018

I've been thinking about complacency a lot lately. We're approaching the 10-year anniversary of the collapse of Lehman Brothers, but with markets buoyant, it's hard to believe we might return to those perilous times. Allowing complacency to seep into markets generally...

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