by Tom Rodgers | Mar 11, 2021
It was hedge fund legend Ray Dalio who said: “He who lives by the crystal ball will eat shattered glass.” But peer into the dim and distant future we must. And looking ahead I foresee a massive increase in the supply requirement for battery metals and rare earth...
by Tom Rodgers | Feb 18, 2021
Ray Dalio is the latest hedge fund luminary to change his tune on Bitcoin. Ray Dalio’s essay ‘What I think of Bitcoin’ appeared on 28 January 2021, and is a clear signifier that the asset class has truly crossed over into the institutional imagination. For those...
by Tom Rodgers | Apr 24, 2020
Investors are seeing a lot of first-time-in-history, worst-on-record data points in this Covid induced economic lockdown. And we just saw another milestone, this time in crude oil. Headlines would have you believe that the price of oil turned negative last night. But...
by Tom Rodgers | Apr 24, 2020
All eyes are on when shuttered economies can start to reopen as coronavirus infection rates appear to be falling. In the absence of a vaccine, which could still be 12 to 18 months away even if clinical trials start this summer, then coronavirus testing will become...
by Tom Rodgers | Apr 21, 2020
nvestors with interests in the US are excitedly looking ahead to Netflix (NASDAQ:NFLX) reporting its Q1 earnings on Tuesday after markets close. The streaming giant should benefit greatly from stay-at-home mandates covering a third of the globe, analysts say. Morgan...