Blu

05/09/2022

Why it may be time to bring an old foe in from the cold.

Read more: https://blu-fo.com/post/_cake

Why it may be time to bring an old foe in from the cold. If you earn more than £80,000 per year, then you are in the top 5% of the UK population. Happy days, but that does not mean you can send your kids to private school. It also does not afford you any luxuries such as first-class travel, living ...

25/07/2022

Why the numbers don’t lie when it comes to making high returns.

Read more: https://blu-fo.com/post/money-markets-and-mel-gibson

Why the numbers don’t lie when it comes to making high returns. Imagine you were given a million Euros, which used to be a lot of money. Furthermore, assume that you would have to make a 10% return in one year or bad things would happen. If that’s too abstract, just think of a time when you were...

18/07/2022

Why it is clear who will win the next football world cup.

Read more: https://blu-fo.com/post/energy

Why it is clear who will win the next football world cup. Maybe the entire German economic miracle was built on cheap Russian gas. Maybe the war in Ukraine was instigated by the Americans who are now the main supplier of LNG for much of Europe’s needs. Does this mean the other main energy producer...

04/07/2022

Why travelling can teach you a lot about the markets.

Read more: https://www.blu-fo.com/post/birds

Why travelling can teach you a lot about the markets. We were halfway to London when the captain gave an update from the flightdeck. Apparently, we had hit a bird with the nose of the plane during take-off. Not just any bird, but one of prey, he said in typically precise German. They had performed a...

16/05/2022

Why using a daily moisturiser is the best defence in times of market duress.

Read more: https://blu-fo.com/post/hope-revisited

Why using a daily moisturiser is the best defence in times of market duress. In hindsight perhaps the point where people were spending millions of dollars on pictures of monkeys was the top. Be that as it may, things sure look grim out there. The pandemic still isn’t over, inflation is high, marke...

09/05/2022

Why the trend is still your friend.

Read more: https://blu-fo.com/post/america-first

Why the trend is still your friend. US equities have been outperforming the European markets for the better part of four decades. However, what has happened since 2009 is on a completely different scale. As proxies for the respective markets, the S&P 500 index has outperformed the Stoxx 600 by 340%....

19/04/2022

Why the past, present and future all come down to the same thing.

Read more: https://blu-fo.com/post/nft-b-to-c-and-esg

11/04/2022

Why every good party must come to an end.

Read more: https://www.blu-fo.com/post/runaway-train

Why every good party must come to an end. It makes no sense. If prices are going up because of some exogenous sequence of events, then why punish the consumer even more with higher interest rates? It’s the debate of our time and apparently it is the medicine that always delivers. If we look at the...

28/03/2022

Why markets may not break but the song remains the same.

Read more: https://blu-fo.com/post/__run

Why markets may not break but the song remains the same. The last two years essentially never happened. That’s what most European equity markets are telling us, sitting just about where they were before the pandemic took its toll on the world. The US is still hanging on to some fairly hefty gains ...

14/02/2022

Why the government should not have to take more than half of what we earn.

Read more: https://blu-fo.com/post/death-before-taxes…

Why the government should not have to take more than half of what we earn. For anyone not living in a tax haven, the government takes a lot of our money. There is income tax, capital gains tax, inheritance tax, value-added tax, corporate tax, council tax, stamp duty, fuel duty, and other business or...