As Tech Stocks Struggle, Don’t Fall for This Misleading Metric
With the reflation trade gathering pace, long-favoured tech stocks have begun to underperform. Over the past 6 months, the tech-heavy … Read more
With the reflation trade gathering pace, long-favoured tech stocks have begun to underperform. Over the past 6 months, the tech-heavy … Read more
When I listen to investors and clients talk about investing, I am constantly surprised by the lack of understanding. In … Read more
The Most Important Thing The most important people in the world all have the same job. Whether it is top … Read more
“Giving money and power to government is like giving whiskey and car keys to teenage boys.” – P.J. O’Rourke Q1 … Read more
MMT or Modern Monetary Theory is the new orthodoxy embraced by all the major central banks. The idea is that … Read more
A Golden Age For Growth Investing In the past decade, Growth Investing has come of age. One of the investment … Read more
The initial public offering market is Hot! [soros] Q4 2020 hedge fund letters, conferences and more The IPO market is … Read more
FOMO – or Fear of Missing Out – has been blamed for many of the extraordinary moves we’ve seen in … Read more
The outlook for the average investor looks pretty scary. Markets appear heavily overvalued, debt is at record levels and the … Read more
If you’re struggling to understand the world right now, this is the one thing you must read. Q4 2020 hedge … Read more