Serious investment thinking that doesn’t take itself too seriously.
I think you would be hard pressed to find anyone who thought house prices were cheap. For example, a 30-year-old first-time buyer will need a 5% deposit at the very least. The...
Like most stock market indices around the world, the S&P 500 did not have a particularly good 2022. Shortly after reaching a new all-time high in 2021, the index went from...
For most companies, recessions cause a short-term dip in earnings and perhaps even dividends, but recessions are also an opportunity for the strong to take market share from the...
GlaxoSmithKline (now known simply as GSK) has long been a favourite with dividend investors. Despite that popularity, the sad reality is that GSK has long been a disappointment...
Welcome to a slightly delayed 2022 half-year review of the UK Dividend Stocks Portfolio. My original plan was to review the portfolio in July, but work (mostly a slew...
Originally published March 2022. UK house prices have been in a bubble for almost 20 years, which makes it one of the longest-running bubbles in history. This is very...