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Degrees of Certainty

An investment blog, exploring ideas across financial markets

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Category: Uncategorized

Net Interest: The Story So Far

My weekly newsletter on financial sector themes has picked up a lot of readers since launch in May 2020. Here's a round-up of Net Interest so far, with pointers back to the original posts.  I’ve got to say, it has been quite a ride. When I started writing, fresh from a bout of coronavirus in Spring last … Continue reading Net Interest: The Story So Far →

MarcRuby Uncategorized Leave a comment March 29, 2021 8 Minutes

The Quest for Monopoly

A few weeks ago the CEOs of the four large tech companies – Facebook, Apple, Amazon and Google – sat in front of Congress to testify. They’d been summoned to a hearing to address the issue of online platforms and market power. It was a big event. For over three hours the four men faced … Continue reading The Quest for Monopoly →

MarcRuby Uncategorized Leave a comment August 26, 2020August 26, 2020 10 Minutes

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