I want to say thanks for all your interesting charts from all over the world. You both give us a fantastic view from around the globe! Some examples, Valeant, Kinder Morgan, Orocobre and metals. They have all recently helped me pay my expenses and more. And last but not least, Thank you for not bringing Brexit up every day, I suppose you have a lot of customers living outside England and Wales and a few of us do not think Brexit is the center of the world. A Swedish Citizen, and FM for more than 25 years. (With an international portfolio.) Keep up your good work.

Eoin Treacy's view

Thank you for your kind words and congratulations on seizing opportunities as they have presented themselves. It’s a big world out there and while the political ramifications of Brexit remain a major topic of conversation, not least in the UK and Europe, I believe we have a responsibility to focus on the investment ramifications of the event and also the fact that there are a great many asset classes for which the referendum has been a non-event.

As you point out the Supply Inelasticity Meets Rising Demand condition driving demand for lithium or the continued escalation of cybercrime have very little to do with Brexit. Meanwhile it has been a significant influence in depressing market rates and revitalising demand for precious metals.

I’ve been working in the financial sector since the spring of 2000. In that time I’ve never seen such a preponderance of philosophical utterances as people struggle to put some sense into the unfolding patina of events that are reshaping our understanding of the status quo. It’s an uncertain time so it is more important than ever to monitor the consistency of charts and to not forget that monetary policy beats most other factors most of the time.