LONG STOCK, SHORT FOREST
Amazon shares at up 20%, Ytd, nearing their all time highs. This success cannot for its namesake the Amazon rainforest. Despite recent...
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eastonmichael2
Sep 9, 20192 min read
ULTRAS—GATHERING SUPPORT?
The most obvious consequence of the increasing tension over US – China trade negotiations and the scaling back of expectations for global...
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eastonmichael2
Sep 9, 20192 min read
FEELING ‘LEFT’ OUT?
Throughout history, people have been persecuted for almost any reason one can think of, race, religion, wealth, sexuality, height, age,...
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eastonmichael2
Aug 8, 20192 min read
ONE IN A MILLION?
As a fund manager, investing more than £4 billion in something where the chance of it happening was a million to one against, would...
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eastonmichael2
Aug 8, 20192 min read
SHOTGUN BORIS?
Picture this scene in the coming weeks, the newly elected PM, Boris Johnson, walks down the hall of the EU Parliament in Brussels after...
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eastonmichael2
Jul 9, 20191 min read
DISRUPTORS IN TROUBLE: JUUL’S FIGHT AT HOME
Following on from our Juul article from February’s edition, the company has been in the press again this week. A gentle reminder, Juul is...
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eastonmichael2
Jul 9, 20193 min read
WOODFORD'S AWKWARD CORNER
The subject of liquidity in investment funds has been firmly in the spotlight over the past month following the suspension of dealing in...
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eastonmichael2
Jun 10, 20191 min read
PLAIN (SOLAR) SAILING
A spacecraft powered by sunlight is expected to launch on June 22, capping off a years long odyssey for The Planetary Society. This...
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eastonmichael2
Jun 10, 20192 min read
DONALD TRUMP’S CLEAN CONSCIENCE
This week marked the arrival of President Trump on his second official state visit to the UK, two and a half years into his presidency...
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eastonmichael2
May 7, 20191 min read
DISRUPTORS IN TROUBLE: BEYOND MEAT
The biggest problem for plant-based meat companies might be the very thing that defines them. For years, they’ve worked to create...
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eastonmichael2
May 7, 20191 min read
A PENNY SAVED
As befits a responsible Chancellor of the Exchequer, and perhaps to prove that the UK has “regained control of its money” Phillip Hammond...
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eastonmichael2
May 7, 20191 min read
MARVEL’S FRANCHISE, GONE WITH THE WIND?
After 22 films spread over 11 years and 3000 minutes of runtime (plus bathroom breaks!) the first phase of the Marvel Comic Universe...
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eastonmichael2
Apr 12, 20191 min read
RIDING WITHOUT A LICENSE
This month, our disruptor in trouble is recent fitness fad Peluton, a company who sell luxury exercise bikes for $1,995 and have a...
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eastonmichael2
Mar 22, 20192 min read
SCOOTING TO A HALT?
Following our article on Juul last month we thought we would continue the trend of disruptive technologies that faced difficulties...
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eastonmichael2
Mar 12, 20192 min read
Juul's Dreams, Up in Smoke?
The fast ascent of Juul within the ecigarette industry has been astonishing. Only launched in 2015, it has already been valued at more...
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eastonmichael2
Mar 12, 20192 min read
Trump Out Trumped?
The largest government shutdown in US history has been ended with the largest blow to Trumps’ ego and legislative agenda. Over 1,300 days...
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