The 'CCC'

Clown Consortium for Contrarians: A place for free-thinkers to swap investment ideas and challenge conventional wisdom. All views are independent and do not represent those of any organisation or employer.

Tuesday, 5 June 2012

Fund Manager Notes from Montreux 2012

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A link to my notes from the Citywire Montreux event in May 2012. Fund Hunting in Switzerland? Intro: During 9 th – 11 th May I ha...

Monday, 14 May 2012

Hair of the Dog?

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Debt drunk? Here lies the EU, drunk in the gutter.. Again.. Smelling of gin and wee. BUT How to sober up? I think the inevitable is that BRI...

Sunday, 16 October 2011

An honest account.. thank goodness no Black Swans..!!

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Thank goodness the mainstream UK punter has yet to cotton (like the Mandlebrot ref there) onto Taleb lest they be screaming 'Black Swans...

Saturday, 6 August 2011

S&P downgrade of US Govt credit rating.. A question of ethics?!

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Although I do worry on the downstream effects of the US downgrade itself.. A debtor that hasn't defaulted is not the same as one with ...

Sunday, 21 November 2010

Work and things.. apologies!

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Apologies for absence of posts, I'm working hard in the new job, working with London consultancy on new fund flows report and also becam...

Wednesday, 22 September 2010

Can one truly 'diversify' through Structured Products?

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'Diversification..' It's an often used term that we see in the industry - it crops up in ETFs and Structured Products to mutua...

Wednesday, 14 July 2010

Judgement Day? AI + HFT = Entropy?

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'Letting the Machines Decide' A new wave of investment firms are turning to artificial-intelligence programs to make trading deci...

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