Nick DennisWhy do you hire your milkshake? Endgame vs Aniston & Lessons from ForkyWhy do you hire your milkshake?Jul 4, 2019Jul 4, 2019
Nick DennisOf GOATs and Moats — The Great Game Volume 32Some editions of The Great Game are cocktail party canapés; bite sized and easily digestible. This one is a three course meal, best enjoyed…May 28, 2018May 28, 2018
Nick DennisThe Great Game Vol 31: The Unlearning JourneyAuthor’s note: Over time I’ve realised that ‘Bits & Pieces’ is an unsuitable title for these musings, which are (hopefully) neither bitty…Feb 20, 2018Feb 20, 2018
Nick DennisThe Secret Sauce of InvestingFrom time to time I present to potential clients and typically get the question: “That’s all good, but why should I invest with you and not…Aug 23, 2017Aug 23, 2017
Nick DennisIs Reflation deflating? Bits & Pieces, Volume 28Reflation has been the dominant economic and market theme since the US election. The global reflationary pulse likely had its roots in…Mar 24, 2017Mar 24, 2017
Nick DennisThis time it’s different, Bits & Pieces Volume 27The four most expensive words in the English language are “this time it’s different.” John TempletonMar 3, 2017Mar 3, 2017
Nick DennisThe Paradox of Risk, Bits & Pieces — Volume 26“A prime element in risk creation is a belief that risk is low, perhaps even gone altogether. That belief drives up prices and leads to the…Jan 14, 2017Jan 14, 2017
Nick DennisBits and Pieces — Volume 25: Animal Spirits!“Men who can both be right and sit tight are uncommon. I found it one of the hardest things to learn. But it is only after a stock operator…Nov 11, 2016Nov 11, 2016
Nick DennisBits & Pieces — Volume 24: DO NOT Keep Calm and Carry OnThe man who is a bear on the future of the United States will always go broke. John Pierpont “J.P.” MorganOct 3, 2016Oct 3, 2016
