Darius Dale is the Founder and CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management processes. Key Takeaways Short-Term (less than one month): Our market signaling process is pointing to a continuation of the challenging environment for risk assets. While a downside…
Tag: opinion
Which of Buffett’s bank stocks might make you the most money?
This is the time of the quarter when investors get to see what changes Warren Buffett and the management team at Berkshire Hathaway have made to the conglomerate’s stock portfolio. The big splash in Berkshire Hathaway Inc.’s BRK 13F filing with the Securities and Exchange Commission for the end of the first quarter is that…
Free the energy market from red tape
When an energy price freeze was proposed by Ed Miliband in 2013, the Conservatives attacked it as “Marxist”. Like so many Left-wing ideas, it had superficial attractions. The Government should indeed be focused on ensuring that businesses and households are not paying a fortune for energy, but constraining the ability of firms to set their…