So far, we’ve had a strong start to 2019, with the MSCI World up 11% from its lows and +6.3% year-to-date. According to Andrew Lapthorne over at SocGen a “remarkable 87% of all MSCI World stocks are up to year-to-date;… Continue reading →
Here’s my 2019 individual stock watchlist for anyone who’s interested. Tristar Resources. I was an avid buyer at around 25p but the price has shot up today after news that it might not need to raise extra equity finance. My… Continue reading →
Apologies but I’m still stuck in my post-Boglephase, this time with a focus on ETFs. Jack Bogle famously disliked ETFs of course, thinking that they ended up being much too tactical. He worried that they encouraged short term thinking and allowed… Continue reading →
I had the great fortune to once interview Jack Bogle, founder of Vanguard. He was effortlessly charming, the classic patrician with revolutionary zeal. On a side note, I also thought he was the classic Lost Republican – an old school… Continue reading →
I tend to stay away from all things Brexit related but I would observe that UK focussed equities are getting hammered by the all (in my view, misguided) talk about extreme Brexit outcomes. Gary Channon, fund manager Phoenix and Aurora… Continue reading →
Why so many “savers” ignore interest rates Quite rightly quantitative easing and the “lower rates, longer” financial model is subject to intense debate, with many pointing out that it has resulted in inflated asset prices. But critics of QE also… Continue reading →
I’m still on the prowl for good investment/trading ideas for the New Year and three caught my eye this week. Two are bullish (from Liberum and Killik and Co), one more bearish. First up is the new Alternatives Portfolio from… Continue reading →
Global equity markets continued their positive start to 2019 last week, with a 2.8% rise in the MSCI Developed World Index and a 3.7% rise in Emerging Markets. Intriguingly Andrew Lapthorne over at SocGen reports that among the strongest sector… Continue reading →
Do equities represent decent value? The key bullish point for me is the US economy, which is still in good shape. I’d also bet that the US Federal Reserve is likely to blink before thrusting the US into a slowdown…. Continue reading →
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