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What I read today February 6, 2021
A global chip shortage
Feb 6, 2021
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What I read today February 6, 2021
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January 2021
What I read today, January 27, 2020
It’s tough to write any comment on markets because even when you’re right, if you don’t get the timing it doesn’t really matter at all. Not to mention…
Jan 27, 2021
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What I read today, January 27, 2020
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What I read today January 14, 2021
This week's links
Jan 14, 2021
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What I read today January 14, 2021
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What I read today January 2021
2021 predictions
Jan 4, 2021
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What I read today January 2021
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December 2020
What I read today December 1st, 2020
Hard to believe it’s already December! What a year it’s been and even November alone was an insane month. It was one of the strongest months on record…
Dec 1, 2020
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What I read today December 1st, 2020
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November 2020
What I read today
New schedule
Nov 13, 2020
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What I read today
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What I read today November 3, 2020
The upcoming election night. Something weird is going on with the Ant Group IPO, which was going to be the world’s largest and then got pulled last…
Nov 3, 2020
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What I read today November 3, 2020
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What I read today November 2, 2020
UK back in lockdown on Thursday and US elections on Tuesday, what a week ahead of us! Trump’s reported plans to prematurely announce victory. Some…
Nov 2, 2020
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What I read today November 2, 2020
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October 2020
What I read today October 29, 2020
The UK’s running a trade surplus believe it or not. That’s not necessarily a good thing though as its been driven by a sharp decline in imports as…
Oct 29, 2020
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What I read today October 29, 2020
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What I read today October 28, 2020
WIRT was a bit sparse this week apologies, took the family to the Kentish countryside where we were blessed with a sunny day for once! Office space…
Oct 28, 2020
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What I read today October 28, 2020
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What I read today October 26, 2020
Another story in the value vs growth investing annals. A 30 year old $10 billion value investing fund is shutting down ($). Although he is shutting…
Oct 26, 2020
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What I read today October 26, 2020
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What I read today October 22, 2020
US Justice Dept going after Google. ($) Read the Stratechery piece for a good summary of the arguments for and against. Bloomberg was supposedly in…
Oct 22, 2020
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What I read today October 22, 2020
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