• A bull market for the Russian bear


    Pundits 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?


    House 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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  • A quiet and boring year


    I 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


    Written 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


    Warren 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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  • What just happened?


    I 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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  • Market update


    I 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….

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