A volatile year, should I go defensive?
The twists and turns of the past few months have increased volatility within the markets, as a follower of twitter there does seem to be a flight to safety with…
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Where’s my camel?
Read MoreI have waited to write anything until the G20 Summit concluded on the off chance that something substantive would be announced, the definition of insanity being expecting a different outcome…
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“Talk it then walk it”
Read MoreThis is a good day, markets like what they have heard from Europe and the solutions proposed covered all the main bases: Greek haircut of 50% ( about right) EFSF…
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State of the Union
Read MoreAs I am in the US for the next ten days it seems appropriate to take a look at the various asset classes and their relative values and prospects. Interest…
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Dave’s big bazooka
Read MoreThe soap opera that is the Eurozone debt crisis (we think it should be called either Die Nasty or Defaultnation Street, both in honour of the Greeks) produced two new…
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Sink or swim, will Germany save Europe?
Read MoreI was talking to my friend Ollie who runs several investment funds in London. He is bearish by nature and we regularly have discussions on the state of things, he…
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“The Game is afoot”
Read MoreOne of the many fascinating things happening at the moment is the huge divergence of opinions and predications being made by the worlds “financial experts”. Some talk of the breakdown…
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Politics and the “art of the possible”
Read MoreOne of the quotes on our website comes from Charlie Munger who said and I paraphrase “The greatest motivator of human behaviour is that of perceived self-interest.” In essence humans…
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Can real estate make a comeback?
Read MoreWhen I was in the US recently I met a professional real estate investor “everybody wants to get into real estate” he began. “It makes sense. Prices are back at…
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Stock research and stock valuation for Apple
Read MoreWe all remember the tech bubble, and perhaps many of us are reluctant to invest in the technology sector. I recently read an article on “Seeking Alpha” which I thought…
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A bull market for the Russian bear
Read MorePundits have suggested that Russia has run out of steam. I recently watched this interesting video from presidential aid Arkady Dvorkovich, where he highlights that Russia has three key competitive…
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Where in the world are houses cheap?
Read MoreHouse prices in most parts of the world remain overvalued compaired to their historic norms. I recently talked about the opportunities in America. The US market has fallen up to…