Truth & Beauty Newsletter

The Big Long

So much to do – so little time! Russia – the reader will be glad to know – is still here. Although Mr. Khodorkovsky appears set to remain a guest of the Russian state for as long as it takes for his defence … Continue reading

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Gazing Into the Abyss

Murphy ’s Law states that the Universe sides with the hidden fault. Things fall apart, the centre will not hold (but these days, ‘the periphery’ has it even worse!). No sooner had we hit the ‘send’ button on our last, … Continue reading

Posted in Global Macro, Newsletter | 5 Comments

Swimming with the Sharks

The recently announced QE2 should be considered the only game in town. We briefly discuss the effects upon global markets, and why we have shifted to a risk-on stance. Beyond our usual fixed income and currency recommendations – which have … Continue reading

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What we Know – Part II

Last night Canada’s greatest contribution to global culture, Leonard Cohen rocked the Kremlin Palace. Rocking the Kremlin Palace would have been no small feat for Mick Jagger ­much less for Leonard; the place was designed for the 23rd session of … Continue reading

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What we Know – Part I

T&B glances over the top of our “Bloomberg Anywhere” display on a Mac laptop to see – most incongruously – the smoking volcano of Stromboli, briefly reflecting upon the profound strangeness of our modern world, veritably a freak of nature … Continue reading

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