I keep babbling on about inflation, and expectations of its imminent return, because I think it is of huge importance. Two thoughts. The first is that we are mid-way through a multiyear liquidity bubble in which central banks have a… Continue reading →
From my Citywire column yesterday…. It will probably surprise most Citywire readers, but I do actually read many of the comments after my regular columns. Obviously, I welcome plaudits (!), but it’s the questions that I tend to find most… Continue reading →
There will come a point during the current economic cycle when it will be the perfect time to start investing again in businesses that lend – or funds that lend. Judging by corporate activity in the listed fund space that… Continue reading →
As I write, the benchmark US index, the S&P 500 is still just over 3500, with all those large cap growth stocks continuing to push ahead (last week it was Apple). The chart below, for the S&P 500, should, I… Continue reading →
Regular readers will know that I’ve long been a fan of ETFs. Like investment trusts I think they have a place in every adventurous investors’ portfolio. In particular I think adventurous types can easily build buy and hold, long term… Continue reading →
The popular US day trader Dave Portnoy recently declared that Warren Buffett was past his prime and that a new world of investing has arrived – one presumably populated by lots of tech stocks favoured by Dave. You can read… Continue reading →
A few weeks ago I included Pollen Street Secured Lending, PSSL, on my funds trading list – at 750p a share. Today its trading at around 832p, which represents a roughly 10% increase, putting the shares above my short term… Continue reading →
Let’s start today with two investment themes that are in the doghouse at the moment. Energy stocks in the US and value stocks in Asia. Starting with the former (US unconventional), the conventional narrative of the optimists is that US… Continue reading →
Today I have just two very straight forward charts to share, one the subject of bond valuations, the other on the flow of money into equities – which shows no sign of tamping down! The first chart comes via a… Continue reading →
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