As long as I have been writing about alternative investments, experts have been predicting a new leg up in the commodity cycle. Over the last few years, most though not all, commodities have had a dismal time but 2020 proved… Continue reading →
Here’s a paradox. What happens when two ‘consensus’ views completely butt up against each other. On the one hand, I think if we were to ask most investors, they’d probably say the current rally is the most hated rally in… Continue reading →
Clearly, the crypto space has gone a bit bonkers. I opened a Ziglu account back in Q3 of last year and invested some play money, mainly in Bitcoin 9or fractions thereof), as well a smattering of Ethereum and Lite coin…. Continue reading →
I’m sure most of you are as shocked as I am by the footage from America. To say I was – and continue to be – stunned is an understatement though The Bulwark crowd of Never Trumpers have been warning… Continue reading →
I thought I would kick the year off with two new additions to my alternative funds trading list. I updated readers about progress just before Xmas, with well above benchmark returns although in truth it’s still a very young portfolio… Continue reading →
Happy new year! I’m sure readers will be busy today, not least with trying to figure out what might happen next with the dreary coronavirus situation. As I’ve mentioned before in this blog I keep a close watch on the… Continue reading →
Over the last few years, I’ve been very happy to invest in the Samarang Asian Prosperity Fund, managed by Greg Fisher. I like its value-driven style, its substantial investments in lesser-known geographies in the East Asian region (Vietnam and Malaysia… Continue reading →
Welcome to the festive season! The FTSE 100 is falling sharply, we may have a hard Brexit any day now, a new variant of the virus is spreading ‘out of control’ in Essex and the country is now officially quarantined… Continue reading →
Two fascinating snippets, plus a cracking factoid today! The first relates to the ‘mainstreaming’ of bitcoin and other digital currencies. It comes in yesterday’s daily funds report by the research team at Numis and focuses on the news that Ruffer’s… Continue reading →
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