‘Twas the market before Christmas,
And it’s time to review
The significant events of 2022.
The Federal Reserve is taking great care
To stamp out inflation every...
‘Twas the market before Christmas,
And it’s time to review
T...
‘Twas the market before Christmas and returns have lacked depth,
With equities rallying with horrible breadth.
Global warming was discussed with thought and gre...
‘Twas the market before Christmas and returns have lacked de...
I started writing about taxes and new government initiatives in Bermuda, but something distracted me in the markets … GameStop (Ticker: GME). A lot has been wri...
I started writing about taxes and new government initiatives...
To say 2020 was a crazy year in the financial markets is probably an understatement. It was a great year to prove that almost anything can and will happen in ma...
To say 2020 was a crazy year in the financial markets is pro...
’Twas the market before Christmas and all through Wall Street,
Investors cheered a stock market treat!
People went out but with an abundance of care,
As Covid-1...
’Twas the market before Christmas and all through Wall Stree...
As politics ramps up into the Bermuda election, the focus has begun to shift from the current situation to that of the future. One major topic is the future of ...
As politics ramps up into the Bermuda election, the focus ha...
So, let us play through a scenario. You suddenly go into a coma in February and wake up seven months later. Upon awakening, you are told that the world has been...
So, let us play through a scenario. You suddenly go into a c...
“Think before you speak. Read before you think.” – Fran Lebowitz
To say I enjoy reading would be an understatement. A large part of my day involves reading — re...
“Think before you speak. Read before you think.” – Fran Lebo...
Bermuda has done an exceptional job navigating this viral crisis from a health perspective. We are actually in excellent shape in terms of controlling the sprea...
Bermuda has done an exceptional job navigating this viral cr...
“I very frequently get the question: what’s going to change in the next ten years? And that is a very interesting question; it’s a very common one. I almost nev...
“I very frequently get the question: what’s going to change ...
“The economic impact is and will be severe, but the faster the virus stops, the quicker and stronger the recovery will be” — IMF Managing Director Kristalina Ge...
“The economic impact is and will be severe, but the faster t...
“The real key to making money in stocks is not to get scared out of them.” — Peter Lynch
When does this end? How bad can it get? The honest answer is nobody kno...
“The real key to making money in stocks is not to get scared...
I have now been in my profession for nearly two decades. While not long compared to some, I have learnt several lessons and survived the great financial crisis....
I have now been in my profession for nearly two decades. Whi...
The new decade has started with geopolitical tensions. The US military strike on Quasam Soleimani heightened market anxiety and led to a brief dip in the market...
The new decade has started with geopolitical tensions. The U...
“Believing in predictions allows people to overlook their own ignorance, discount the role of randomness and generally overestimate their own skills. If you thi...
“Believing in predictions allows people to overlook their ow...
’Twas the market before Christmas and all through Wall Street,
Investors were cheering as returns have been sweet!
Brexit was avoided with great fanfare,
But no...
’Twas the market before Christmas and all through Wall Stree...
A central bank legend passed away this month at the age of 92. Paul Volcker is well known and remembered as the Federal Reserve chairman who waged war on inflat...
A central bank legend passed away this month at the age of 9...
Here are two short ramblings from discussions I have had recently on the market action and investing pension assets in Bermuda.
Melt-up
The S&P 500 is levitati...
Here are two short ramblings from discussions I have had rec...
Nathan Kowalski, Financial Ramblings from the Rock
Bermuda first-quarter real gross domestic product, as officially reported, climbed 3.7 per cent to $1,339.5 m...
Nathan Kowalski, Financial Ramblings from the Rock
Bermuda f...
To say I enjoy reading would be an understatement. A large part of my day involves reading — research reports, industry trade articles, investing blogs and a sm...
To say I enjoy reading would be an understatement. A large p...
Lately there has been much discussion and consternation over big business and corporate power. The United Sates has begun to ratchet up antitrust cases against ...
Lately there has been much discussion and consternation over...
A couple musings and ramblings for today on some recent market subjects.
Fake meat
Is fake meat the newest bubble?
Peridot Capital recently ran through a though...
A couple musings and ramblings for today on some recent mark...
What follows is my opening commentary for the town hall meeting on Bermuda’s living/minimum wage at St George’s Cricket Club last week.
The last few decades hav...
What follows is my opening commentary for the town hall meet...
Developed market bond yields are melting. No matter where you turn yields are hitting low levels again and central banks continue to shift toward an even more d...
Developed market bond yields are melting. No matter where yo...
The recent news has been flooded with commentary on Modern Monetary Theory (MMT). This tends to be a more leftist leaning theory that supports big government sp...
The recent news has been flooded with commentary on Modern M...
“Abraham Lincoln once posed the question: “If you call a dog’s tail a leg, how many legs does it have?” and then answered his own query: “Four, because calling ...
“Abraham Lincoln once posed the question: “If you call a dog...
Back in 2012 I began writing articles on Bermuda’s escalating deficit which was ramping up at an alarming rate. At the time it was not front-page news or rarely...
Back in 2012 I began writing articles on Bermuda’s escalatin...
