Another bunch of interesting charts which speak to a bigger story to kick off the week. Lets’ kick off with the fintech revolution in the Covid 19 world. All manner of digital claims have been made involving the virus over… Continue reading →
I’ve noticed that more than a few are bandying around the old adage of sell in May and come back in September. No doubt this usual seasonal caution is being accentuated by the recent rally which has been incredibly strong,… Continue reading →
Last week in my Citywire column – HERE – I mentioned that I thought that one of the most interesting investment ideas out there at the moment was to invest in the plumbers behind the modern financial and investment system…. Continue reading →
Over the last week we’ve seen a growing number of articles picking up on what I think could be the two big stories over the next year or so, post corona peak panic – helicopter money and inflation. The first… Continue reading →
I’m breaking my self imposed rules again and wondering aloud about the virus and it’s path. Today my focus is on stuff we don’t like to talk about but maybe might have an impact on the way we think as… Continue reading →
For the last few years there’s been an idea doing the rounds in free market circles that capitalism is faltering, but not for the reasons that many on the left would have you believe. Variant Perceptions Jonathan Tepper has been… Continue reading →
Another day, another gentle uptick in the UK and US stockmarkets. Like many, I slightly struggle to explain why investors are so optimistic, especially in Europe where earnings (and thus dividends) are collapsing. Just today for instance the European equities… Continue reading →
Care to guess how many young boys/young men have spent their lock down? My guess is that a decent proportion – going on for at least a third – have spent a large chunk of it in front of games… Continue reading →
I’ve spent much of this morning digging around inside the latest edition of the seminal Global Income Investor report from last Thursday. Andrew Lapthorne’s team regularly update this report and it’s a treasure trove of useful data on long term… Continue reading →
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