In my most recent MoneyWeek column – looking at the PSSL affair – I noted that the great strength of the investment trust industry is its reliance on experienced boards of non-executive directors. By and large these boards try damned… Continue reading →
Last year during the heat of the Extinction Rebellion protests I was at a lunch with a very wise, experienced city exec who said he rather admired the protestors and thought they were serving a valuable purpose. I nearly coughed… Continue reading →
Fund manager Ecofin last week put out an excellent summary note called “Climate action: The ripple became a swell and real progress is underway”. It’s an excellent precis for any investor and well worth a read. It also reminds us… Continue reading →
How much further has gold got left to run? Bloomberg’s John Authers touched on this subject last week in his Points of Returns column concluding : “The risks would come in a change of central-bank behavior — just as the… Continue reading →
I have three additions to my funds trading list this week, two of them inter related. The first is Pollen Street Secured Lending, ticker PSSL, share price 750p. I’ve already written about this in Money Week (last week). This is… Continue reading →
The Times’ columnist Rachel Sylvester has an excellent column on the new cold war with China in yesterday’s Times. Called “China is winning this war of the worlds”, you can read it here : https://www.thetimes.co.uk/article/china-leaves-the-west-behind-in-war-of-the-worlds-gzqzbv7qp There’s nothing terribly new here… Continue reading →
We are in danger of charts overkill in today’s blog, but I can’t help but pull up some observations and charts which I think are compelling. The first gaggle come from the latest edition of the SG Practical Quant Investor… Continue reading →
You can find out more about my Dynamic 35 and Prudent 15 lists here at Sharepad – https://knowledge.sharescope.co.uk/david-stevenson/ Ecofin Global Utilities and Infrastructure Trust (EGL) I do not think it is unfair to say that over the last decade we have… Continue reading →
Just been digging around inside a recent note – last week – from Joe Dickerson, UK banks analyst at Jefferies. I will not go into too much detail but the key passage for me is his analysis of the challenge… Continue reading →
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