Can real estate make a comeback?
When 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…
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Buffett and Berkowitz show us it’s time to buy Bank of America
Read MoreBuffett and Berkowitz have gone against the crowd and invested in Bank of America, this is not the first time. This piece is interesting and explores their investment in Wells…
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A quiet and boring year
Read MoreI am back from the US where I have been researching property opportunities. The US market has fallen up to 50% in the last 3 years, which is unprecedented in…
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The Loser’s Game – Charles D. Ellis
Read MoreWritten in 1975, Charles D Ellis, explores the modern day money manager. His conclusions are fascinating, focusing on four key areas: Be sure you are playing your own game –…
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Buffett and the Bank of America
Read MoreWarren Buffett has made the headlines again. Whilst the markets remain volatile and we consider whether to go defensive, Buffett sees opportunities. Bank of America may in the view of…
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Ron Baron Suggests The Stock Market Could Be Setting Up for An Epic Run
Read MoreRon Baron is a stock investor who founded Baron Capital Group Inc. which markets the Baron Funds. He suggested that after almost 11 years of stock markets going nowhere we…
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What just happened?
Read MoreI have been thinking about an analogy for the reasons behind what we have experienced in the markets over the last 10 days. A good one I think is to…
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European central bank will actively buy the debt of Italy and Spain
Read MoreIt has been announced that the European central bank will actively buy the debt of Italy and Spain. The thinking behind this is exactly what I was saying will need…
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Market update
Read MoreI thought it may be useful to try to put what is happening in the markets into some perspective and to explain our thoughts and analysis of the current situation….