In the 1920s, peace was on everyone’s mind. There was a battle over what reparations Germany should pay to the rest of the world. France wanted to really punish Germany and agitated for higher reparations and stricter considerations. British Prime Minister David Lloyd George meanwhile described the Treaty of...
Oil & Energy
Jesus turned water into wine, and the alchemists of old used to dream of turning lead into gold. The idea of transmuting a lesser substance into one of value...
What is The Next Bitcoin? Bitcoin is formed of two key parts – the idea and the technology. The idea says that government control of money leads to problems...
I’ve had an idea. It goes something like this. You’re a big investor with a pile of cash on the sidelines. You’ve seen Tesla going parabolic, and you want...
Yesterday I was delving through some work on the most exciting technologies coming through in the solar power space at the moment. It’s just some of the online research...
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 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...
The impact of Shell cutting its dividend can be seen from so many angles. A 70+ year record, dating back to the Second World War, for maintaining dividend payments,...
Everyone thinks the markets crashed because of the virus. I think that’s overly simplistic and limited, but does it matter? If they’ve swallowed that narrative, then once the virus...