Recent Posts

  • Should you Sell in May? The numbers | Fri 20 Apr 2018

    Topic: Investment research

    The volatility earlier in the year, coupled with talk of trade wars (or real wars) might leave you fretting. If so, the “Sell In May” adage might have you thinking right now. Here we look at whether there is any basis for following the Sell in May process. The results are fascinating.
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  • Buffett Junkies Not So Daft | Fri 20 Apr 2018

    Topic: Investment research

    Shane Parrish (who drives the thought-provoking Farnham Street blog) tells of his decade of attending Berkshire Hathaway’s annual conference. BH is the vehicle of Warren Buffett and Charlie Munger, and a remarkable 50,000 “Buffet junkies” attend. Is there any point? Are you really going to learn anything new, year after year?
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  • Russian Lessons | Fri 20 Apr 2018

    Topic: Market commentary

    Russia has taken a battering recently. We take a look at the Russian case, and more broadly why investors must think through investment choices whether using a rules-based process (such as Dynamic ratings) or otherwise.
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