How to analyse the economic impact of COVID (New Post)
Individual freedom vs the collective good (New Post)
Who is ready to reopen? (New Post)
A historical context for the 2020 recession (New Post)
What are economists predicting for the US economy? (New Post)
Equity Valuation – Part 1 Without COVID-19
3 paths forward for the economy
Does policy matter?
What is safe?
What is the Mortality Rate? Update 2
What is the mortality rate? Quick data update
Are we past the peaks?
COVID – What is the mortality rate?
Can we ease the lockdown?
When will the lockdown end?
Which policy is the best for tackling the Pandemic?
The Denial Index
What would happen if Trump “reopened” the US?
Is Coronavirus the new 2008?
What do the politicians want?
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