Serious investment thinking that doesn’t take itself too seriously.
I had recommended buying the British pound at 1.2700 against the US dollar in successive columns in the past two weeks. Sterling is at 1.3200 as I write, the trade is already...
The epic political dramas of last week (Aunty Theresa’s Brexit plan was rejected by the House of Commons but she managed to survive a no-confidence vote by a narrow margin)...
Merger mania in Wall Street media shares was a profitable theme for me in 2018, particularly since I owned 21st Century Fox shares well before Walt Disney made its epic bid for...
I have gone gaga on software shares since 2013, when Satya Nadella redefined Microsoft – and tripled the valuation of the Evil Empire of Redmond in the next five years. True,...
The Euro has been a disaster since its birth in 1999. Its monetary pathologies led to youth unemployment rates of 50 – 60% in Greece, Spain and the Italian Mezzogiorno. It gave a...
I confess, I fell in love with South Africa’s Cape Town, though not its Johannesburg Stock Exchange (JSE). 2018 was an annus horribilis for both the rand and South African...