I read Jeremy Grantham’s latest article over the weekend. It’s a powerful piece of work. You can read it here if you haven’t already. He had a great definition for how to sell, or at least, how to think about selling. Read more… Grantham is an investing legend, and...
Kit Winder
In the summer of 2020, with bitcoin prices around $11,700, I hosted an online conference about the history of money, and the future of digital currencies. It was a...
Towards the end of a difficult but great year for the business, staff here were very kindly rewarded with an Amazon voucher. Obviously I spent the bulk of it...
Last Friday, I wrote about the economics which are driving the decline of coal power (here). I’d suggest it’s reading that one before continuing, if you haven’t already… I...
The character Faust, dissatisfied with his life, made a bargain with the Devil. In return for unlimited knowledge and worldly pleasures, he sold his soul to the Devil. This...
People who are the last to buy in a bull market are often referred to as the “dumb money”. But what about the people – professional investors no less...
Bitcoin isn’t a bubble, just look at it…
Happy New Year! It feels like forever, but it was actually in March of 2020 that we first met. I have loved getting to know you all, and writing...
There is no such thing as “risk-free”. We often think about the risk of owning tech stocks, or not owning gold stocks. This year, we started to think about...
For today’s installment, I’d like to share with you a podcast from my friend, Dan Denning. Dan is the co-editor of the Bonner-Denning letter in the US, and recently...