Serious investment thinking that doesn’t take itself too seriously.
Our man in the desert looks across all asset classes to give his opinion on the market trends and stock picks.
Recently I wrote part 1 of this article in the hope that with the coming of a new presidential administration we can start to think rationally about dealing with what is a tricky adversary. Tricky because it is clear that China is an existential threat to human liberty worldwide but also a great...
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)...
In the headlines this morning: https://morningporridge.com/stuff-im-watching I’ve just seen the surest sign economic apocalypse lies around the corner: Holiday sales in the UK...
In the headlines this morning: https://morningporridge.com/stuff-im-watching I got up early to see the Super Blood Wolf Moon this morning. It hung in the western sky, a baleful...
In the headlines this morning: https://morningporridge.com/stuff-im-watching Wow… we passed the middle of the first month of the New Year, and the world hasn’t blown up. Phew…...
In the headlines this morning: https://morningporridge.com/stuff-im-watching There is little point commenting on yesterday’s Brexit shenanigans – except to note the degree of...
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...