A banking paradox
I try to avoid writing blog posts on banks. I spent over a decade publishing research on banks – see here, and got well paid... Read More
Seasonal thoughts on Goodwill
Tis the season of goodwill. As it happens I am reading a book on Goodwill – not the goodwill of everyday usage, but accounting and... 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
Beer, moats and markets
Below is a talk I gave about long term trends, and the links that both banking and brewing have with religion. And the idea of... Read More