Serious investment thinking that doesn’t take itself too seriously.
Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk Value investing is dead! Warren Buffet knows nothing! Long live drawing random Scrabble...
The era of monetary dominance is over. Helicopter money signals investment regime changes ahead. S&P performance until surpassing -20% threshold, number of trading days...
What on earth is going on? MSCI developed markets growth versus value Source: Minack Advisors †Ratio of growth/value one year ahead forecast EPS *Growth/value indices for MSCI...
WeWork’s ill-fated IPO is the tip of an iceberg WeWork revenue and operating losses and 'valuation' (US$) Riddle me this. We eat $229,000 every hour, every day, year after year....
For income-hungry investors that have hoovered-up corporate debt in recent years, this really matters. Call me nostalgic, but investment grade (IG) credit just isn’t what it used...