June 15, 2018
From Emperor Trump to Lewisham East via Qingdao
It has been a fascinating week across a range of largely political rather than investment…
January 29, 2018
Opportunity Knocks or Apocalypse Postponed? Probably both
The December blog was a tad gloomy, “Investing in The Age Of Radical Uncertainty”. To…
March 1, 2017
Parallels with 1987?
Last month we covered US over-valuation, and events since demand more comment. On many previous…
February 1, 2017
Market complacency
For years there was a leadership vacuum in the West, exemplified by the unwillingness of…
November 25, 2016
Trump – calmer reflection, and opportunities
“The problems of victory are more agreeable than those of defeat, but they are no…
November 9, 2016
Trump slump or boom? UK investor implications
The “Brexit effect” has continued across the Atlantic. In the US, the alienated have again…
May 11, 2016
Is Jamaica or Iran to your taste?
It's not an easy time to make money in mainstream stock markets. Yet the returns…
March 24, 2016
Travel notes: What I learned from Castro
In a break from tradition (i.e. an investment theme) here is a personal note from…
April 7, 2015
It’s All About Confidence
The first quarter of 2015 was fascinating. In stock market terms Japan was the star,…
