Unlike Donald, I don’t know when to press the button
I’m buying back in, but who knows if I can pick the right day?
I’m buying back in, but who knows if I can pick the right day?

Why right now seems like the right time for me to move out of cash

But it relies on a host of rosy assumptions going in investors’ favour

Many have tried but few succeed

Markets have shrugged off everything from geopolitics to financial crises

The market’s calm in the face of war is beginning to crack

We are living in a ‘barbell’ world where international threat meets technological opportunity