CFTR Week to Jan 31st

CFTR Week to Jan 31st

 A good mix of reads this week – the Game Stop  David and Goliath battle was front and centre. The reads we highlighted this week were John Auther’s view that the GameStop and wider  phenomena is driven by anger, not greed; Aswath Damodaran’s...
CFTR Week to 16th Jan

CFTR Week to 16th Jan

This week’s Coffee Time Reads feature bubble talk, global insolvency expectations (Europe does well),  a sobering take on the economic recovery, inequality and the “balkanization” of the global economy by Nouriel Roubini. Howard Marks was out with...
A Bubble Bubble?

A Bubble Bubble?

“A Bubble Bubble” This last week has been fantastic in terms of news flow. Conscious I am in my own “bubble” there is an increasing choir of voices calling for caution as asset prices boil. So I thought I would summarize what I have seen heard...
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