The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More

Jun 22, 20224 min read

Valuing the Essential Nature of Stuff

There is a remarkably simple test for whether something has intrinsic value

Feb 1, 20223 min read

Growing Pains

I remember feeling extremely honoured when I was invited four years ago to write this column. It seemed to me to be a great opportunity.

Nov 1, 20193 min read

The Indiscriminate Inflow Threat

Michael Burry, the doctor-turned-hedge fund manager who foresaw the bursting of both the tech and subprime bubbles, has just revealed...

Mar 1, 20133 min read

Government Bonds: A Game of Chicken?

Over Chinese New Year I went trekking in Nepal. On the long drive to the starting point we were held up at a roadblock by villagers who...

Jun 1, 20084 min read

8 Pearls of Investment Wisdom

The financial world is a confusing place at the best of times. But with the current uncertainty in markets there may be a particular need...

Where's My Cycle?

An update on where I think we are in the business cycle with respect to growth, inflation and markets

Correlation or causation?

Data is too often presented in an unfair, unclear and misleading way

Dear John

Liontrust's John Husselbee's arguments in support of balanced funds are lame

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