Politics
Regeneron – Has Trump found a cure for Covid? – 14 Oct 2020
How is the US economy coping with the pandemic? – 4 Aug 2020
Covid infections update – 14 July 2020
Does a lockdown harm the economy? – 11 July 2020
How low are infection levels? – 21 Jun 2020
Some anti-lockdown arguments – 11 Jun 2020
Is a Second Wave coming? – 10 Jun 2020
Anti-lockdown – Interesting arguments – 9 Jun 2020
Anti-lockdown arguments – 8 Jun 2020
The 2020 recession – 3 Jun 2020
How to analyse the economic impact of COVID – 2 Jun 2020
Individual freedom vs the collective good – 1 Jun 2020
Who is ready to reopen? – 1 Jun 2020
A historical context for the 2020 recession – 29 May 2020
What are economists predicting for the US economy? – 27 May 2020
Equity Valuation – Part 1 Without COVID-19 – 25 May 2020
3 paths forward for the economy – 23 May 2020
Does policy matter? – 20 May 2020
Model update – 16 May 2020
What is safe? – 13 May 2020
What is the Mortality Rate? Update 2 – 24 Apr 2020
What is the mortality rate? Quick data update – 23 Apr 2020
Are we past the peaks? – 23 Apr 2020
COVID – What is the mortality rate? – 20 Apr 2020
Can we ease the lockdown? – 19 Apr 2020
Modelling COVID – 18 Apr 2020
When will the lockdown end? – 8 Apr 2020
Which policy is the best for tackling the Pandemic? – 29 Mar 2020
The Denial Index – 29 Mar 2020
What would happen if Trump “reopened” the US? – 25 Mar 2020
Is Coronavirus the new 2008? – 17 Mar 2020
Brexit – what is Boris’ next U-turn? – 2 Sep 2020
Conversation with a Brexiteer – 23 Aug 2019
Brexit – The Endgame – Update – 22 Aug 2019
Jo Swinson for PM in 2019? – 12 July 2019
What is No Deal Bexit? – 12 July 2019
What does May’s Deal lead to? – 30 Jan 2019
What do the politicians want? – 18 Dec 2018
The Will of the People – 17 Dec 2018
What happens next? – 3 Dec 2018
How bad is No Deal Brexit? – 29 Nov 2018
Brexit – The Endgame – 13 Nov 2018
Brexit and Ireland – 2 May 2017
Settling the Brexit Bill – 3 May 2017
What game are Brexiteers playing? – 4 May 2017
Who loses more from Brexit? The UK or EU? – 5 May 2017
UK Election – Brexit Views – 24 May 2017
UK Election Result and Brexit – 9 Jun 2017
Brexit – Deal or No Deal? – 20 Jun 2017
Brexit means No Brexit! – 16 Aug 2017
Brexit – where are we heading? – 28 Sep 2017
Sovereignty and power – 29 Sep 2017
Can you put a price on the environment? – 29 Sep 2017
Models – 29 Sep 2017
Is Climate Science true? – 29 Sep 2017
The ethics of climate change – 29 Sep 2017
The economics of climate change – 29 Sep 2017
Trump – Biden what to watch for tonight – 3 Nov 2020
Vive La France! – 8 May 2017
Will the GOP turn on Trump? – 18 May 2017
UK Election – Costing Manifstos – 22 May 2017
Fiscal transfers within a country – 25 May 2017
What have we learned about the parties from the election? – 19 Jun 2017
Investment
Update on market views – 19 Jun 2017
Framework for valuing fixed income – Front end – 19 Jun 2017
Framework for valuing fixed income – Long end – 19 Jun 2017
Government Debt Framework – UK – 19 Jun 2017
Government Debt Framework – UK follow up – 19 Jun 2017
Has the US stock market disconnected from the real economy? Part 1 – 11 Aug 2020
Has the US stock market disconnected from the real economy? Part 2 – 12 Aug 2020
Has the US stock market disconnected from the real economy? Part 3 – 17 Aug 2020
Has the US stock market disconnected from the real economy? Part 4 – 19 Aug 2020
Framework for valuing equities Part 1- Compared to bonds – 19 Jun 2017
Framework for valuing equities Part 2 – Equity drivers – 31 May 2017
Framework for valuing equities Part 3 – Earnings Outlook – 2 Jun 2017
Framework for valuing equities Part 4 – PE Outlook – 6 Jun 2017
Framework for valuing equities Part 5 – Relationships between Components – 8 Jun 2017
Framework for FX valuation – where is the USD heading? – 30 May 2017
Using Statistics
Are Golf Handicaps Fair? – 17 July 2017
Games 1 What is a Game? – 21 July 2017
Games 2 Why do we play games? – 24 July 2017
Games 3 Volatility and Randomness – common confusions – 26 July 2017
Games 4 Fooled by volatility – 7 Aug 2017
Games 5 What is gambling? – 9 Aug 2017
Games 6 Why do people gamble? – 11 Aug 2017
Games 7 is trading gambling? – 2 Oct 2017
The misuse of significance – 12 Jun 2017
How to reduce your risk – 12 May 2017
How to reduce your risk – part 2 – 19 May 2017
How to reduce your risk – part 3 – 26 May 2017
The Misuse of Correlation 1 – Quick Refresher and Quiz – 28 Jun 2017
The Misuse of Correlation 2 – the results – 30 Jun 2017
The Misuse of Correlation 3 – 3 July 2017
The Misuse of Correlation 4 – 5 July 2017
The Misuse of Correlation 5 – Hedging and Portfolio Management – 7 July 2017
How we think
How to write – 26 Apr 2017
Creativity – 27 Apr 2017
Project onto blanks – 23 Oct 2017
Questions I like to ask in meetings – 18 Oct 2017
Feedback – 16 Jun 2017
Models – How do computers play chess? – 29 May 2017
First order approximation – 14 Jun 2017
Decision Making – 16 Oct 2017
Decision making – idea generation – 15 May 2017
Decision making – systematic flaws & biases – 10 July 2017
Desire – The Fatal Flaw – 12 July 2017
Desire – Why use a stop-loss? – 12 July 2017
The Backfire Effect – 19 July 2017
Pet Topics
Career Tips – 12 July 2017
The path to becoming a Portfolio Manager – 4 Oct 2017
What is our education system for? – 7 Jun 2017
Money 1 – A Creation Myth – 13 Jun 2017
Money 2 – An Alternative History – 15 Jun 2017
Money 3 – Banking – a money creation myth – 21 Jun 2017
Money 4 – Why does it matter? – 23 Jun 2017
Applied Macro 