Category Archives: Main Page

Our neighbour is a plastic surgeon with a busy cosmetic practice; his licence plate reads “DOIT4U’. It’s become something of a punchline at our house when commissioning our kids, home from school for the summer, to help with jobs around … Continue reading →

Understanding the history of credit cycles, and how breaking points typically resolve, offers a heads up on present times. I wrote about credit history in our July 2018 client letter which is available here.  Human behaviour around money and credit … Continue reading →

Global risk markets have experienced the steppest 30 percent decline in history over the last month.  We should expect to see some big reversal rallies punctuating the downtrend–even while the trend continues down. Today, as algos key on the promise … Continue reading →