When you simply absolutely do not want to hold Euros
When you simply absolutely do not want to hold Euros, when anything else is more palatable, when you just can’t take the risk of an entire system crumbling and want to be able to sleep at night, pay...
View ArticleSpanish Yields all over the place
First down, then miles high again, but ultimately settling above 6.8% at the close on Friday. My prediction was correct – Draghi’s vague comments weren’t credible, still aren’t, and the Bundesbank is...
View ArticleSAM Update on ORSA, Internal Models and Business Impact
I’m giving another SAM presentation at an Aon Client Day in a couple of hours. I only have 40 minutes so will be cramming in some big ideas into a short space. Some key messages: Internal Models are...
View ArticleParis, trousers and handle bars
Bizarre. After 200 years women are finally legally allowed to wear trousers in Paris. Although in fairness they have been able to for a little while already provided they had a handy handlebar in hand.
View ArticleLink shortening madness
URL shorteners are handy when space is limited, but each one adds another fatal point of failure. To make the point, if I want you to read about New Business Margin on Revenue. And by the way you...
View ArticleHow to force a conclusion from a study [updated]
So a study commissioned by the alcohol industry demonstrates that banning alcohol adverts will be a bad thing. Consider me unsurprised and cynical. I don’t know that the impact would necessarily be...
View ArticleZim cash shortages
Zimbabwe seems to be experiencing some isolated (for now) cash shortages. This was a concern around election time. There was a risk that citizens, fearing uncertainty around the reintroduction of the...
View ArticleDrones, inequality and the end of the Age of the Gun
Here’s a mind-tickling quasi science fiction story about a future world of plenty derived from cheap autonomous robots. Well, plenty for some and medieval peasanthood for most. I was having a...
View ArticleBinary vs “vanilla” bets and hedging
Nassim Taleb, an author who usually inspires (except in his second book, Black Swans) has co-authored a paper with a long-tailed title “On the Difference between Binary Prediction and True Exposure...
View ArticleTravel and horizons
I don’t know if this is a function of ubiquitous IP geolocation or some metaphysical reward for travel, but I’ve been discussing some unfamiliar music and artists in multiple ways during this trip. I...
View ArticleWhen you simply absolutely do not want to hold Euros
When you simply absolutely do not want to hold Euros, when anything else is more palatable, when you just can’t take the risk of an entire system crumbling and want to be able to sleep at night, pay...
View ArticleSpanish Yields all over the place
First down, then miles high again, but ultimately settling above 6.8% at the close on Friday. My prediction was correct – Draghi’s vague comments weren’t credible, still aren’t, and the Bundesbank is...
View ArticleSAM Update on ORSA, Internal Models and Business Impact
I’m giving another SAM presentation at an Aon Client Day in a couple of hours. I only have 40 minutes so will be cramming in some big ideas into a short space. Some key messages: Internal Models are...
View ArticleParis, trousers and handle bars
Bizarre. After 200 years women are finally legally allowed to wear trousers in Paris. Although in fairness they have been able to for a little while already provided they had a handy handlebar in hand.
View ArticleLink shortening madness
URL shorteners are handy when space is limited, but each one adds another fatal point of failure. To make the point, if I want you to read about New Business Margin on Revenue. And by the way you...
View ArticleHow to force a conclusion from a study [updated]
So a study commissioned by the alcohol industry demonstrates that banning alcohol adverts will be a bad thing. Consider me unsurprised and cynical. I don’t know that the impact would necessarily be...
View ArticleZim cash shortages
Zimbabwe seems to be experiencing some isolated (for now) cash shortages. This was a concern around election time. There was a risk that citizens, fearing uncertainty around the reintroduction of the...
View ArticleDrones, inequality and the end of the Age of the Gun
Here’s a mind-tickling quasi science fiction story about a future world of plenty derived from cheap autonomous robots. Well, plenty for some and medieval peasanthood for most. I was having a...
View ArticleBinary vs “vanilla” bets and hedging
Nassim Taleb, an author who usually inspires (except in his second book, Black Swans) has co-authored a paper with a long-tailed title “On the Difference between Binary Prediction and True Exposure...
View ArticleTravel and horizons
I don’t know if this is a function of ubiquitous IP geolocation or some metaphysical reward for travel, but I’ve been discussing some unfamiliar music and artists in multiple ways during this trip. I...
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