An entertaining memo on the current market from Howard Marks of Oaktree called “There They Go Again….Again”. Worth a read.
Search
Top Posts & Pages
Categories
- Climate Change (12)
- Economics (41)
- Equity Market (59)
- Gambling Sector (14)
- General (39)
- Insurance Firms (24)
- Insurance Market (59)
- Insurance Models (23)
- Investing Ideas (55)
- Telecom (30)
Some Words of Wisdom…
This slideshow requires JavaScript.
-
-
Recent Posts
- Probable Futures 03/12/2021
- Risks feel more real 25/01/2021
- To 2021 and beyond… 18/01/2021
- AAPL at $500 ($125 post-split) 27/08/2020
- Multiple Temptation 03/08/2020
- Fancy Flutter 26/07/2020
- Correlation contagion 13/06/2020
- Musings on CTL 26/05/2020
- FED speak 17/05/2020
- Musings on AAPL 04/05/2020
- A string of worst evers 20/04/2020
- Summer 15/04/2020
- Peak Uncertainty 05/04/2020
- Where to now? 31/03/2020
- Appletastic 03/11/2019
- Sanguine on CTL 15/08/2019
- Betting Battles 14/08/2019
- Creepy Things 30/07/2019
- Crazy Days 23/06/2019
- The beginning of the end of Brexit? 27/05/2019
- CTL: Same old, same old 19/05/2019
- Goldilocks Lives 29/04/2019
- Hot Trends 17/04/2019
- Flying High 15/03/2019
- AIG: Better Days 08/03/2019
- CTL: More pain, more gain? 28/02/2019
- Risk-O-Meter 17/01/2019
- A naughty or nice 2019? 07/01/2019
- Apple Crush 03/01/2019
- Enervating Market 21/12/2018
- Paddy Horribilis 13/12/2018
- Net Zero Fantasy 10/12/2018
- Bye-bye buy the dip 21/11/2018
- Clearly wrong 16/11/2018
- CTL: Pain before gain? 13/11/2018
- Peak iPhone 05/11/2018
- Peak Earnings? 29/10/2018
- Crises Chronicles 18/10/2018
- More ILS illuminations 08/10/2018
- The New Normal (Again) 06/09/2018
- Broken Record II 22/08/2018
- Hindering the Hothouse 20/08/2018
- The Queen is Dead 19/08/2018
- Value Matters 09/08/2018
- Heterogeneous Future 31/07/2018
- The Centurylink Conundrum 18/06/2018
- 5G: Telecom Hype or Saviour 08/05/2018
- Bumpy Road 19/04/2018
- Nero fiddles 13/04/2018
- Generational Music 08/04/2018
Disclaimer
This blog represents my personal views and is not reflective of the views or opinions held by any company or employer I work for currently or have worked for in the past. The views expressed herein are based solely upon publicly available data. No views expressed herein should be taken as an endorsement to take any particular course of action in the markets. The basis of this blog is that different views should be expressed and readers make up their own minds on the what they believe and act accordingly.Recent Comments
- Nicole Short on From tera to zetta and beyond to yotta
- Billy Bonilla on US Hurricane Follow-up
- Conjunction And Disruption: Technology, War, And Asset Prices - Part 2 - Seeking Alpha - Article on The Next Wave
- Conjunction And Disruption: Technology, War, And Asset Prices – Part 2 - Belegugsia News on The Next Wave
- Conjunction And Disruption: Technology, War, And Asset Prices – Part 2 - Technology News on The Next Wave
Recommended Reading
Blogroll
- Artemis Blog
- Artemis Capital
- Aswath Damodanan
- Bridgewater Research
- Buttonwood Blog
- Constantin Gurdgiev
- Doug Short
- Fasanara Capital
- GC Capital Ideas
- GMO
- Hussman
- InsuranceLinked
- Mebane Faber
- NYTimes Dealbook
- Paul Krugman
- Paul Wilmott
- Philosophical Economics
- Project Syndicate
- Research Affiliates
- Seeking Alpha
- Techinvest
- Telecom Ramblings
- Wexboy
- Zero Hedge
- AAPL AAPL valuation AIG Apple artificial intelligence BetFair betting and gambling sector CenturyLink climate change Deutsche Bank EBITDA margin Goldman Sachs ILS ILS pricing insurance linked securities Lancashire Level 3 Lloyds of London london insurance market LVLT Martin Wolf online casino Online Gaming Paddy Power Betfair Point of Consumption tax property catastrophe pricing reinsurance pricing reinsurance rates reinsurance sector risk premia solvency ii Swiss Re uncertainty valuation multiples William Hill
Calendar
Sample Charts & Graphs
This slideshow requires JavaScript.
Archives
RSS Links
Blog Stats
- 167,525 hits
deconstructingrisk 
*lol* I think I finished it when I saw your post. Lots of valid points in there. The first crypto “currency” fund manager already tweeted that Marks should stick to his knitting because he doesn’t understand thesd new markets so he might be up to something.
Best wishes from Italy
Eddie
great minds…!!!??? enjoy the break, not long back from mine, haven’t yet got back into the madness of Trump and the happy clappy market…
Have fun.
M