Story Of You
Fund managers appropriately pay attention to many stories on a [...]
Performance Stories
Each month’s performance number gives rise to a series of [...]
Intuition
There is a pervasive myth in the investment-management industry that [...]
Investment Debate
All investment teams debate ideas, but few teams do it [...]
Competing Commitments
One of the things that unites disparate groups of people [...]
Interview April 2020
I was interviewed by HedgeNews Africa for their First Quarter [...]
Screen Watching
Changes in the prices of securities can take various forms: [...]
Weakest Link
Sudden big price moves can trigger in you a neurobiological [...]
Dangerous Opinions
Market commentators do not care one jot whether their opinion [...]
Don’t Kill The Canary
Emotion is something of a taboo subject in the asset-management [...]