Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
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Is The Commodities Complex Breaking Down All Over Again?
Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...
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Brexit; Unintended Consequences
In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...
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The Path to No Brexit
In my last piece I discussed why I thought an actual Brexit was unlikely despite the result of the referendum last week. This piece answers some...
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Idemitsu Family Strikes Down Showa-Shell Merger Deal?
I resisted the urge to start that title with Idemexit...The Idemitsu family, which claims to own a 33.92% stake in Idemitsu Kosan (held across...
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