The Adventurous Investor

Well, so much for all those inflation/ rates fears. The market came roaring back yesterday and I cannot quite fathom out why. But I suppose that’s rather beside the point as the markets are in what I call ‘see through’… Continue reading →

Another Monday and another sign that inflation is starting to re-appear in the global economic system (unsurprisingly it must be said given the likely pace of recovery). The latest report comes courtesy of the excellent Variant Perception newsletter HERE and… Continue reading →

I’m afraid I can’t help but be cynical when I hear earnest well-paid fund managers rattle on about ESG. That cynicism takes on a nervous tick when talk turns to how fund managers can help tackle inequality, prompting extensive eye-rolling… Continue reading →

Next week I’ll be checking back in on my Alternative Funds trading list. But for now, I have one addition to the list in the shape of deeply unloved Georgia Capital. This a slightly peculiar London listed fund that buys… Continue reading →

I recently had a chat with my 19-year-old son about investing in energy stocks. He has just opened a Freetrade account and is already showing signs of being a thoughtful investor. Not for him all the bonkers stuff in the… Continue reading →

How’s earnings growth looking across the main European stock markets? Fairly positive, at least according to bullish equity analysts at Morgan Stanley. In sum, we are on course for another headline earnings per share beat in Europe they argue. Here… Continue reading →

Today I have a fun chart for all you crypto cynics. Back at the end of October my column for Citywire turned to the subject of crypto. You can read said column HERE. I am absolutely no crypto-enthusiast but I… Continue reading →

I suspect that most sane investors are currently engaged in an exercise of mental pass the parcel. We will all happily engage in the bullish enthusiasm but we’re all wondering when it might end – and which suckers will get… Continue reading →

I’m not sure if you get the same sensation that we are in a weird perpetual motion machine that can’t stop itself.  I have a portfolio of US stocks on the IG share trading platform and every day I check… Continue reading →