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Tues@11



Anticipating the anticipations of others
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Crossing the Line
The unbridled optimism of Americans, combined with their dismissive reaction to anything that smacks of an attack on their freedoms, was...


Who's Next?
Pete Townshend, the mercurial driving force behind The Who, was my favourite rock stars. He said what was on his mind, never caring for...


Suspended Animation
It appears the 'suspended animation' market is upon us. Tentative first steps towards restarting the global economy unveiled this week...


LUV It
I feel sorry for Warren Buffett - if that's possible for a guy worth $72 Bn. He goes through his entire investment career avoiding...


Lead, Follow then Get Out
Now that we have had a chance to analyze the recent fund flow data, it is obvious what has driven markets higher in the face of all the...


Storage Wars
Factory Worker filling bottles with Crude Oil. Where else can we put it? I shook my head last week when the oil market rallied on the...


Chill Pill
The Covid-19 virus crisis is mutating again. What first started as just a health issue, quickly became more about the economy. It is now...


Battle of Midway
It was June of 1942. The U.S. Fleet scored a decisive victory over the Japanese Imperial Navy in the South Pacific. It was a turning...


Phasers on Stun
Last week's market bottom has left many among us wondering just what happened. Is the 'V' shaped rally a sign of the all-clear? Have I...


My Favourite Martian
The Scene: Aurion Capital Boardroom, March 9, 2009. The Players: Three PMs and a Perma-Bear Investment Strategist. The Plot: Strategy...
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