Chris Wood, the global head of equity strategy for Jefferies, was a recent guest on the Market Policy Partners podcast for a long form discussion of his views on global markets. The link to the interview is embedded below. Worth a listen in its entirety, but I have also added some notes regarding certain topics […]
Month: February 2023
The Global Merchants
One of the best books I read last year was Jonathan Kaufman’s The Last Kings of Shanghai, which tells the fascinating story of the rival Sassoon and Kadoorie families and how they helped shape twentieth-century Shanghai. Joseph Sassoon, a professor at Georgetown University, has written an even more recent book looking at how his distant […]
Readings For The Week (18/2)
Readings/content links include Reuters on the US ramping up its advanced fuel production capabilities, remarks from George Soros at the 2023 Munich Security Conference, Todd Warren’s update on Tribeca Global Natural Resources Joe Wiggins on whether fund manager meetings are a waste of time and Patrick Barkham’s conversation with Shaunak Sen, director of the documentary […]
Readings For The Week (11/2)
Readings/content links include Merryn Somerset Webb’s conversation with Russell Napier, Q4 market commentary from Horizon Kinetics, the latest developments in the Euronav/Frontline saga, updated thoughts on Xero and Ashmore Group’s 2023 emerging market outlook. Merryn Talks Money: Why governments won’t let inflation go away. Horizon Kinetics: Q4 market commentary (Jan 2023). FreightWaves: Tanker shipping consolidation […]
Readings For The Week (4/2)
Readings/content links include Asia Partners’ 2023 internet report, Stephen Givens on why activist funds must invest more than money to make an impact in Japan, Arjun Murti asks whether oil equities will go the way of coal equities, WGC’s gold demand trends for 2022, an interview with Jim Grant and Jardine’s sale of its stake […]