The Garrulous Jay

The Garrulous Jay – The End Of Ethical?

Has the ethical bandwagon that, over the last few years, morphed into the great ESG gravy train finally hit the buffers? When the Chair of the US Federal Reserve changed the interest rate signals last year, did he derail one of the biggest fads in recent investment...
The Garrulous Jay – Birds In The Bush

The Garrulous Jay – Birds In The Bush

“A bird in the hand is worth two in the bush”, so the saying goes. In other words, it is better to have the benefit of something today with a high degree of certainty, than it is to have more of the...

The Garrulous Jay – Crap Ideas

The Garrulous Jay – Crap Ideas

In July 2012 Simon Griffiths spent 50 uninterrupted hours on the toilet. As one of three cofounders of Who Gives A Crap he vowed not to move until he had crowdfunded the AU$50,000 they needed to...

The Garrulous Jay – The Influence Illusion

The Garrulous Jay – The Influence Illusion

What I’m about to say it so obvious it may not need stating, but it provides context to what follows so I shall say it anyway. When you buy shares in a company you are not providing that company...

The Garrulous Jay – Utility Value

The Garrulous Jay – Utility Value

I think it’s time we (re)nationalised all utility companies. You probably think I’ve “gone a bit Jeremy Corbyn” but bear with me. Yesterday I received the news that the second of my two energy...

The Garrulous Jay – Metabucks

The Garrulous Jay – Metabucks

You could be forgiven for not having heard of ‘Beeple’, but in March last year he sold one of his works of art at auction for $69.3 million. What might surprise you is that Beeple’s “Everydays - The...

The Garrulous Jay – Off Targets

The Garrulous Jay – Off Targets

In 2022 I have resolved to stop monitoring the amount I drink. Just over three years ago, concerned that I was drinking a little too much after watching an excellent documentary presented by Adrian...

The Garrulous Jay – First World Problems

The Garrulous Jay – First World Problems

I have had “one of those weeks”… It started when we noticed the thermometer on the Aga was dropping ominously. Yes yes, I know: serves us right for having a kitchen appliance which doubles as an...

The Garrulous Jay – Our Mutual Friends

The Garrulous Jay – Our Mutual Friends

Who should businesses be owned by? This question came to the fore again last week when policyholders of insurer LV – the mutual formerly known as Liverpool Victoria Friendly Society – ignored the...

The Garrulous Jay – Blind Incompetence

The Garrulous Jay – Blind Incompetence

I was introduced to the Dunning-Kruger effect for the first time this week and was struck by the relevance it potentially has to the world of financial planning and investing. In their 2009 article,...

The Garrulous Jay – Motivation Mountain

The Garrulous Jay – Motivation Mountain

It took Reinhold Messner sixteen years to summit the world’s fourteen peaks over 8000 metres. In 2019 Nirmal ‘Nims’ Purja and his Nepalese team did it in six months and six days. The Netflix...

The Garrulous Jay – Vox Pop

The Garrulous Jay – Vox Pop

I hosted a lively dinner at The Union Club in Soho on Wednesday evening at which I asked my guests for their responses to ten ‘burning issues’. They were only permitted to answer through a show of...

The Garrulous Jay – Breaking Up

The Garrulous Jay – Breaking Up

On Friday 22nd July 2000, Tomkins PLC announced the sale of bakery unit RHM. The sale marked the beginning of then end for the “guns to buns” conglomerate that also counted Smith & Wesson among...

The Garrulous Jay – Humans Versus Machines

The Garrulous Jay – Humans Versus Machines

On the face of it there may not be a lot to connect baseball, autopilot systems and fund management. In fact they have something in common which may offer a valuable lesson for investors. Moneyball...

The Garrulous Jay – COP Half Full

The Garrulous Jay – COP Half Full

With the first week of the COP26 UN Climate Change Conference coming to an end much progress has been made. There will be those that wish to point to the inadequacies and shortcomings in what has...

The Garrulous Jay – Choosing Death

The Garrulous Jay – Choosing Death

Last Friday saw the Assisted Dying Bill receive its second reading in the House of Lords and pass unopposed to Committee Stage. The Bill has yet to be put before the House of Commons but, if...

The Garrulous Jay – God’s Holy Wealth Managers

The Garrulous Jay – God’s Holy Wealth Managers

The Poor Fellow-Soldiers of Christ and of the Temple of Solomon, otherwise know as the Knights Templar, were founded by French Knight Hugues de Payens in 1118. Their founding mission was to protect...

The Garrulous Jay – Tripadviser Syndrome

The Garrulous Jay – Tripadviser Syndrome

“Thank you for your review, even though it wasn’t very constructive and very badly written. Maybe you should consider spending your evenings at an adult education centre rather than at a pub.”...

The Garrulous Jay – Pasta, Paper, Petrol

The Garrulous Jay – Pasta, Paper, Petrol

The recent panic buying of petrol across the UK brings back memories of early 2020. Back then supermarket shelves we’re emptied of pasta and concern mounted about a national bottom-wiping crisis as...