Everyone is banking on vaccines marking the end of this abominable pandemic. Let’s hope that’s true. There is a subtle debate in play here, one which we would do well to be on top of. Have lockdowns made us more appreciative of things like cooking, home movies, reading a...
Kit Winder
I’m in a bit of limbo at the moment. Times like these are purgatory for the cautious investor. That’s why I shared Rashpal’s latest insights and the ALPH4 Model...
In my pursuit of all things green, I myself still hope to be a Masters champion one day. I don’t believe any mediocre golfer has successfully pivoted from investment...
I am quite concerned. At the most basic level, 12 years ago the total market cap of all US stocks added up to less than 60% of American GDP....
Ask yourself three simple questions. Do you think there will be more solar and wind powering the grid in ten years’ time, or less? Do you think there will...
In the weakest of the Daniel Craig series of James Bond films, we actually find my favourite villain. He is not a thug, a wild-eyed psychopath, or a cuckolded...
I hope you’re having a wonderful Easter! Four-day weekend, what a treat. But back to business, and there’s a date you may want to put in your diaries… Because...
There is a myth that is far too widely believed which needs to be challenged. It goes, “inflation is always good for stocks”. This feeds into a “no price...
Economy
One by one, we must flee the oncoming storm, while the modern-day Noah dismantles her flood protection
A couple of weeks ago I wrote to you about my pipes bursting and the investing lesson we could take from it – to buy protection when you can,...
I have this theory about betting on test match cricket, and it’s roughly the same as my investment strategy. It goes like this. Across five days, almost every game...