Hello and welcome!
I started this web site in late 2023 to post my random scribblings on investing and investment markets.
It is not ‘monetised’ in any way, and there is no ‘revenue model’. I do not receive any direct or indirect financial or non-financial benefit from any company or provider of products or services referred to in the content. I use my data, analyses, insights, and ideas to invest my own money. I also use the material in my roles on Investment Committees, consulting to advisory firms, and providing data and analysis to institutions.
Where I write about specific companies or investments, I will always make it very clear whether I am, or have been, an investor or not, and that is usually the point of the story – to talk about lessons learned along the way. Enjoy!
I have had the privilege of living through, participating in, and learning first-hand from, the best and worst of financial markets over the past 40 years
These experiences - plus degrees in law, economic history, finance, and a CFA charter along the way - have enabled me to develop a unique, multi-disciplinary, multi-dimensional view of financial markets, booms & busts, crashes & and rebounds - what drives them, and how to navigate them, from macro vision to micro execution as a hands-on practitioner, investor, adviser, and portfolio manager.
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