Serious investment thinking that doesn’t take itself too seriously.
Investors as a group are as pessimistic and afraid as they've been for a long time. Many investors are willing to sell at almost any price to escape these negative feelings, and...
After spending many years as an unloved also-ran, the FTSE 100 is finally getting its moment in the spotlight. While it hasn't produced any growth in 2022, it has managed...
Rio Tinto's shareholders are probably very happy. Thanks to significantly higher prices for its core products of iron ore, aluminium and copper, the company's 2021 dividend comes...
(and what can you do about it). Inflation is expected to exceed 10% later this year and could stay above 5% through 2023, 2024 and perhaps even longer. And that may be...
British American Tobacco (BAT) has been out of favour with investors since 2017 when its shares reached a record-high price of more than £56. Over the next five years, BAT’s...
The FTSE 100 and S&P 500 are trading at very different valuation levels. US and UK large-cap investors have had very different experiences since the crash of 2009. Over these...