Sectoral heterochromia
“Aviation in the evening, I can feel it coming on” – Aviation: The Last Shadow Puppets Professional fund managers tend to make their name by... Read More
Thoughts from the back office
In most investment banks “the back office” is where the lawyers, accountants, settlements, programmers, legal and compliance sit. It’s the least glamourous place to be... Read More
Dumb money
A couple of my friends asked for my thoughts on Exchange Traded Funds (ETFs). For instance, one said: “I went into a bank, and they tried... Read More
Shipbroking and bunkering
After my last blog post, about owning shares in ports (Oceans Wilsons) and shipbroking (Braemar) a friend * set me a puzzle. Why had Clarkson... Read More