Category Financial Crisis

Low rates? Don’t worry.. What could possibly go wrong…?

Central Banks are playing the “lower for longer” interest rate card to reassure markets on growth. There are always consequences of such actions – ranging from bubbles, delusion and fraud. Eventually consequences trigger change, and reassessment – which is driving the rotation from Hope as a Strategy Tech into Fundamental stocks – Autos are a good example.

Rationally Irrational

Blain’s Morning Porridge 27th Jan 2021: Rationally Irrational “Future’s made of virtual insanity now… for useless, twisting, our new technology” Apologies for the lack of commentary on Tuesday – yet again it was due to business getting in the way…