Quick Bites | Danger of Excessive Leverage in Markets

Quick Bites | Danger of Excessive Leverage in Markets Warren Buffett famously warned that leverage is an addictive “double-edged sword” that turns market volatility into permanent capital destruction. He points […]
Quick Bites | Some Global Themes from H1 2026

Quick Bites | Some Global Themes from H1 2026 Getting to the halfway mark of the calendar year is as good a time as any to take stock. From geopolitical […]
Quick Bites | Tax Revenue as a Share of GDP by Country

Quick Bites | Tax Revenue as a Share of GDP by Country How much of a country’s economy ends up in government coffers? What level is fair or appropriate, or […]
Quick Bites | What did the Iran War teach us about Oil Markets?

Quick Bites | What did the Iran War teach us about Oil Markets? Abundant reserves, alternative supplies and the AI boom helped mitigate the economic harm. This article is based […]
Quick Bites | A Few Thoughts on a Busy Market

Quick Bites | A Few Thoughts on a Busy Market It might be mid-winter, and most eyes are on the World Cup soccer, but the equity market is busy as […]
Quick Bites | War in ME tightened up commodity prices across the board

Quick Bites | War in ME tightened up commodity prices across the board The fallout from the war in Iran, which has sent Brent crude oil from $72 to more […]
May 2026 Investment Market Update

Clime Economic and Market Commentary – May 2026 Following a very strong April, May was another good month for global share markets. The S&P 500 (the global bellwether) climbed 5% […]
Quick Bites | Consumer Pessimism Deepens

Quick Bites | Consumer Pessimism Deepens Australia’s Westpac–Melbourne Institute Consumer Sentiment Index dropped 3.5% month-over-month to 80.6 in June 2026, reversing May’s gain and marking its fourth decline this year. […]
Quick Bites | OECD Warns Severe Global Slowdown if ME Conflict Prolonged

Quick Bites | OECD Warns Severe Global Slowdown if ME Conflict Prolonged The global economy is set for a significant slowdown this year as higher energy costs weaken consumer spending […]
Quick Bites | It’s Back to Dr Copper

Quick Bites | It’s Back to Dr Copper We’ve seen the best and the worst of the base metals sector over the past 15 years, including periods of capital destruction […]