The Will of the People
What happens next?
How bad is No Deal Brexit?
Brexit – The Endgame
Brexit and Ireland
Settling the Brexit Bill
What game are Brexiteers playing?
Who loses more from Brexit? The UK or EU?
UK Election – Brexit Views
UK Election Result and Brexit
Brexit – Deal or No Deal?
Brexit means No Brexit!
Brexit – where are we heading?
Sovereignty and power
Framework for valuing equities Part 1- Compared to bonds
Framework for valuing equities Part 2 – Equity drivers
Framework for valuing equities Part 3 – Earnings Outlook
Framework for valuing equities Part 4 – PE Outlook
Framework for valuing equities Part 5 – Relationships between Components
Games 1 What is a Game?
Games 2 Why do we play games?
Games 3 Volatility and Randomness – common confusions
Games 4 Fooled by volatility
Games 5 What is gambling?
Games 6 Why do people gamble?
Games 7 is trading gambling?
The Misuse of Correlation 1 – Quick Refresher and Quiz
The Misuse of Correlation 2 – the results
The Misuse of Correlation 3
The Misuse of Correlation 4
The Misuse of Correlation 5 – Hedging and Portfolio Management
How we think