The Alchemy of Coronavirus

Alchemy is a great metaphor for what’s going on right now. The epitome of creative destruction. Firstly, the reduction of the familiar into a mass, then the extraction from the mass of what’s needed, and finally the synthesis of that into the new. Base metal to gold. Coronavirus is a catalyst. It’s started the process.Continue reading “The Alchemy of Coronavirus”

Reasons to be cheerful.

I suspect I’m not alone this morning in feeling a little bewildered as on the one hand our Government lays down seemingly arbitrary rules for meetings (I can meet more than six for work, but can’t meet my family) whilst at the same time playing fast and loose with international law. It’s easy to getContinue reading “Reasons to be cheerful.”

Where has all the value gone?

I found it extraordinary listening to the news this morning. Two consecutive items made me question our definition of value. Firstly, a piece about Softbank buying call options on around thirty billion dollars of tech stocks – Apple, Tesla etc – which has triggered significant rises in their stock price, which in turn has, soContinue reading “Where has all the value gone?”