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Today, I have a special edition lined up for you. I have done my first ever UK Uncensored podcast. My guest is Otavio “Tavi” Costa, co-fund manager at American...
No, I did not have a religious experience while high on drugs, in case you misunderstood the subject line of this email. This remains an investment newsletter. But what...
I’m trying not to write about how excessive the current rally is all the time, because people said that in 1995, and 2015, halfway through epic bull markets. So...
These figures are from last Friday: Source: Koyfin What do you notice? It marked the end of a week that could turn out to be a major turning point....
I got my first ever stock pick at Southbank Investment Research wildly wrong. My first ever piece of work here was given to me by James Allen, editor of...
I have spoken about buying cheap, being contrarian, and buying value. Today I’ll go into a bit more detail – about sectors and stocks. Some companies I can describe...
Cycles are caused by human nature. Howard Marks’ latest book focuses on them and is immensely instructive in helping an investor to think constantly about cycles. Imagine two assets...
I hope you’re keeping well. Lockdown is easing, which is pleasant although slightly unnerving too. You can meet up with a few friends for a barbecue – and to...