What should investors be thinking about as climate change, corporate governance, and technology disruption change the world we live in?
The Armageddonists and the price of fame.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
The UK population are returning to the polls, in a bid to resolve the Brexit impasse. Abundant uncertainties about the election result argue against significant positioning in sterling assets in either direction.
An update from the front lines of the Trade War, with a focus on implications for investors.