The Adventurous Investor

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Surprises from Japan plus an ultra-leveraged play on gold

Meb Faber fund manager and analyst who runs a fascinating firm called Cambrian which boasts some of the most interesting ETFs stateside – I especially like their Tail Risk ETF. You can find out more about it here – https://www.cambriafunds.com/tail…. Continue reading →

Monday Macro – Net Zero and how to get there…Bidens big theme

One of the things that always made me smile about the Republican’s attack line on the Democrats was that their opponents were really socialists masquerading as old Blue Dog Dems. But even worse, once in power, the socialists would unleash… Continue reading →

Festival of Finance reminder plus more observations on the US

Well, it seems like I might have been a bit too hasty in my pessimism. On Wednesday I worried that we might be facing a possible Trump re-election sceanrio. As I write, Georgia looks like it might be tipping Biden’s… Continue reading →

Observations…on the US election, the reflation trade and China’s rise to global superpower status

I hope you didn’t waste too much time staying up last night in expectation of a Biden victory or a Blue sweep through the Senate! I know it’s not over yet but looking at the numbers coming out of Pennsylvania,… Continue reading →

Post Lockdown thoughts for investors

It’s clear to me at least that investors do watch the Covid 19 stats and do take notice of government policies such as lockdowns. Generally, investors regard lockdowns as a bad thing – which they indisputably are – because they… Continue reading →

Monday Macro- US elections plus equity markets in October

Just a few more days and we will know the result of the US Presidential elections. The polls tell us Biden will win, and my emotional side says he will (and wants him to). But my rational side says it’s… Continue reading →

AltFi’s Festival of Finance next week ! Register now….

It’s very exciting but next week AltFi’s Festival of Finance kicks off. A whole week of events every day with fab speakers. A must attend!! More details in image below….and if you want a ticket use this discount code: Halloween60

How to think about the China challenge

I, like many people, tend to easily resort to scary words when we describe the rapidly deteriorating US / China relationship or should I say The West versus China. The slippery slope starts with increased competition, then moves to a… Continue reading →

A new addition to the Dynamic 35: Aurora Investment trust

I wanted to start this article with an immediate declaration. I am a non-executive director at my new addition to the Dynamic 35, the Aurora investment trust. As a general rule I tend not to discuss any fund where I… Continue reading →

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