Recent Posts

  • Year End Rally? Fact or Fiction? | Fri 08 Nov 2019

    Topic: Market commentary

    Although the general election will pre-occupy most, no doubt one fund manager or another will encourage investors to buy a year-end rally while you can. (We’ve already seen this from a few different sources!) Fact or fiction? Let’s explore that.

    While the general election will be a big factor for UK investors in the next few months, the “Santa rally” is already being debated in the states. [read more]

  • Investing in Japan - Dynamic Portfolio Review | Fri 08 Nov 2019

    Topic: Portfolio building

    Japan has been one of the cheapest stock markets in the developed world for a number of years and has, typically, been overlooked by Western investors. But not by us - it was one of our two Trades Of The Decade. Here’s a review of our Dynamic Japan 3-month momentum portfolio, a slightly tweaked version of our normal Dynamic Portfolios. [read more]

  • Miss Liberty, Made In China | Fri 08 Nov 2019

    Topic: Market commentary

    This is a story about ambition, paranoia, and how the investment world will dramatically change if the United States continues on its current path. Trump wants re-election this time next year, and he gets that the stock market is a barometer of his re-election likelihood. Beyond bullying the Federal Reserve to cut interest rates (already achieved, with success), what else can he do to provide the vroom sufficient to fuel confidence in the stock market, or, if that fails, confidence in him? [read more]

  • Following the Herd? Groupthink | Fri 08 Nov 2019

    Topic: Investment research

    Following the investing herd? Your inability to think independently can be dangerous to your wealth. Not surprisingly, you’re not alone. In this blog, we highlight some great examples of this problem and look at the solutions proposed by one of the best independent thinkers of our generation: James Montier.
    [read more]


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