Meetings with Remarkable Men
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View ArticleShadow of the Dragon
Creeping toward Bethlehem Time itself appears to be accelerating at a frightening pace. Only yesterday we were all worried about the Millennium Bug, and wondering how to make something special of that...
View ArticleLondon Bridges
T&B is safely back in Moscow, dodging falling icicles and sociopathic drivers, after a brief foray into the City of London. Our most recent publication summarizes our pontifications to our UK...
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The Sky’s no Limit
Somehow the market heard us coming. Just as we were getting around to drafting a more bullish trading call on the Russian equities, the thundering herd came charging ‘round the corner, and T&B...
View ArticleTruth & Beauty Canada Presentation
Canada_Presentation_July2010 T&B_Canada_Presentation_Text_July2010
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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...
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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;...
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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...
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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’...
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