25 April 2022 Gold: Confusion Abounds Please find below an extract from our latest Longview on Friday. For any research enquiries, please...
10 March 2022 Valuation: (near) Record Cheap Equity Valuations Please find below a summary of the valuation section of our latest Quarterly Global Asset...
26 January 2022 Gold: After a Flat Year, What's Next? Please find below an extract from our latest SHORT VIEW - the full piece is available to private...
14 September 2021 “Is Crypto the Next Subprime?” Conference Rules of Thumb: Short the Consensus “Crypto is the next internet, no investors want to...
12 April 2018 Trump: The Historical Logic behind Tariffs Trump: The Historical Logic behind Tariffs Summary & Conclusion: “…Whilst the Trump team’s...