Being a journalist forces you to be fairly cynical about big trends, especially when it comes to investment. I’ve always assumed that fundamentally most clever ideas work until someone writes about them – at which point they start to fade… Continue reading →
A quick note today as I’m off to the airport for another foreign jaunt – this time India for a few days (!). In effect, I’ve another small idea’s update, but this time with the emphasis on possible buy ideas…. Continue reading →
Just a quick reminder, if you haven’t already done so, you can book tickets to my next event – the Dividends Debate – online now. Tickets are going fats but they are free and available at: http://www.etfstream.com/events/the-big-call-dividends-debate. SocGen’s wonderfully acerbic and… Continue reading →
I’ve just finished reading a wonderfully detailed and entirely convincing position paper by Swiss fund manager Burggraben. I can’t say I know the firm but on the basis of the paper on the energy markets I’ve just read, I’d say… Continue reading →
A quick update today on some of my recent investment ideas. Good news on the Ranger front where a proper debate about what to do with this direct lending fund seems to be underway. Last week major shareholder Oaktree decided… Continue reading →
One of the trendy new economic ideas circling around the (Hard left) world of Jeremey Corbyn is that the state should play a much more important role in encouraging innovation and change. Mariana Mazzucato, Professor in the Economics of Innovation… Continue reading →
Almost every week now I find myself touching on the listed PE fund of funds. Last week I identified ICG Enterprise as another addition to my basket of PE funds. This week its HarbourVest, who I’ve traditionally not followed as… Continue reading →
Over the last few months, I’ve become something of a news cycle cynic. As a journalist this sounds an almost heretical statement – it’s like a Bishop denying the existence of god. For journalists, surely, our whole reason for being… Continue reading →
In twenty years time, I have no doubt that our kids will look back at our markets and wonder “why all this endless obsession with US equities”. American economic hegemony has been so complete that we no longer even sub-consciously… Continue reading →
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