“I very frequently get the question: what’s going to change in the next ten years? And that is a very interesting question; it’s a very common one. I almost never get the question: what’s not going to...
“The economic impact is and will be severe, but the faster the virus stops, the quicker and stronger the recovery will be” — IMF Managing Director Kristalina Georgieva
Let’s first make something clear...
“The real key to making money in stocks is not to get scared out of them.” — Peter Lynch
When does this end? How bad can it get? The honest answer is nobody knows. Markets hate uncertainty so the drip...
I have now been in my profession for nearly two decades. While not long compared to some, I have learnt several lessons and survived the great financial crisis. Here are a few things I think I might k...
The new decade has started with geopolitical tensions. The US military strike on Quasam Soleimani heightened market anxiety and led to a brief dip in the markets. No one knows where this confrontation...
“Believing in predictions allows people to overlook their own ignorance, discount the role of randomness and generally overestimate their own skills. If you think you (or someone you pay) can divine t...
’Twas the market before Christmas and all through Wall Street,
Investors were cheering as returns have been sweet!
Brexit was avoided with great fanfare,
But nothing is final, so take care and beware....
A central bank legend passed away this month at the age of 92. Paul Volcker is well known and remembered as the Federal Reserve chairman who waged war on inflation. His “tough love” stance throughout ...
Here are two short ramblings from discussions I have had recently on the market action and investing pension assets in Bermuda.
Melt-up
The S&P 500 is levitating nicely. To many I talk to there is so...
Nathan Kowalski, Financial Ramblings from the Rock
Bermuda first-quarter real gross domestic product, as officially reported, climbed 3.7 per cent to $1,339.5 million. The biggest contributor to the a...
