Stephen Wallis

Sophisticated Investor
Risk Professional
Numbers Geek

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Stuck in the middle of a SOMBIE sandwich

Supermarket related pun kinda intended. So who caught the news earlier this week about the 3,000 management roles being axed as part of a restructure at supermarket chain Morrisons? But don’t worry, the company is creating 7,000 new hourly-paid roles at its 500...

Oblivious Ostriches beware

Here’s a list of how things used to be: 1. Go to school, go to university, work hard, get a good job. 2. Buy a house, get a couple of cars, pay into your pension. 3. Go on holiday in the summer, get promotions. 4. Work at the same company until you retire, at which...

Income exposed reality check

So yesterday you heard about my redundancy back in 2009. My other kick up the backside came in early 2017 when I was off work for two weeks with stress and exhaustion, and then collapsed on a Ryanair flight a month or so later. If you’re reading this whilst...

Fancy a weekend in Crollywood or Scarbados?

One of my favourite things about living on this tiny island is the great names some people have for their hometowns. Crollywood, or Croydon, is best known for being one stop on the train away from Gatwick Airport (or as a technology hub if you’re better informed)....

What the Shelby Company Limited can teach a Guerrilla Investor

“Fortunately, we have other sources of income.” Thomas Shelby, Peaky Blinders S5 E1 Thankfully the brilliant Peaky Blinders has returned to the BBC, this time for its fifth series. In the first episode the director went against the previous way of expecting us to...

Have you prepared for your upcoming redundancy?

I was made redundant back in 2009 from my financial analyst job at a media firm in London. The credit crisis (as it was known at the time) was hitting advertising hard, so our team was halved. I was pretty happy about it as I was already planning to leave, and took...

Taking out 10-year-olds

Stick with me, this isn’t quite as bad as it sounds. And it isn’t my recommendation to invest in 10-year government bonds. Christmas is great especially the quality time with the kids. However, post new year it creates a problem of how to entertain the kids before...