Category: General

General posts about markets

Following markets from home

I’m at home whilst I’m writing this, currently watching the Berkshire Hathaway meeting over webcast (here’s hoping that I’ll be back in Omaha next time it takes place). I’ll take a wild guess here, but I suspect you might well be at home as well… Despite the fact that I’ve been working independently, for the…

Learning to code in q

The world has changed. I’m sure that phrase has been uttered many times before, usually when the world really hasn’t changed. What “back to normal” will look like, no one really knows. At this stage, most of us are under a state of lockdown and has given us to time to think. Although, it should…

The echo and rhyme of Lehman

The Lehman analogy has usually got trotted out whenever stocks have had a drawdown since past decade. Often it’s been by permabears eager to blame central banks for every woe under the sun, a point that’s been emphasised by tweets from Mark Dow (@mark_dow). Using the comparison has been a bit like equating my cooking…

Testing times when coding

Over the past few weeks, the news has been dominated by the coronavirus. I wrote about the topic last week, specifically about using alternative data to understand how to track the economic impact, and also appeared on Bloomberg TV to discuss it. In these times, punctuated by observance of hand washing, face masks etc. it…