“Nothing is so firmly believed as that which we least know“
– Michel de Montaigne
Latest from the Blog
How not to run a football club
A critical look from a financial POV at a football club that has a special place in my heart…
Goliath is a David
Hedge funds have long been the Goliaths in the jungle. Now they are increasingly looking like Davids….
A different kind of recession
For the ones looking in the rear view mirror for the signs of a recession, you might not find much. It is quite different this time around….
Lessons from a bear market
Its good to pause and reflect on what went over the past two years, and think about the broad lessons you can take away…
Its been hard out there for the global telecoms industry. But if you cannot create and capture enough value anymore, you might as well try and unlock it…
Somewhere to hide
While the markets come to terms with higher inflation, investors are looking for somewhere to hide and seek some shelter for their savings…
Playing different games
What worked in the past does not seem to working anymore. This is the end of free money…
A new new thing
Our reaction to a new thing is quite unpredictable. How will we react to this new environment?..
Its different but still the same (II)
History doesn’t repeat itself exactly. But it gives us enough insights to see how we respond to the emotions of fear, panic, greed and the like…