As I write this, I am on a working Norwegian ferry, hugging the coast between Bergen half way up and Kirkenes in the far North of the country. Kirkenes was the second most densely bombed town (after Malta) in Europe in the Second World War, and is the nearest town in Norway to the Russian…
Every year, in this season of mellow fruitfulness, I come to the Viva Mayr Clinic by the beautiful Worthersee Lake in Austria. The clinic is a sort of detox retreat, and I have been put on Diet no. 1, which allows for Lilliputian morsels of food on two occasions a day. Diet no. 0, on…
It’s summer’s end, and I am ready to go off to Hong Kong, away from Ibiza‘s (for me) innocent charms. Believe it or not, I spend six hours a day here in a local café, where I have a kind of Stammtisch (Germanic for engraved, personal perch), reading and pondering. These last two months have…
Note to readers: Henceforth, Jim’s musings will be published in real-time on the Master Investor website as well as every month in the magazine. Sweltering in my Spanish hideaway, I have followed the Greek saga with interest – but not surprise. As expected, a Eurofudge emerged at the last minute, with a sort of elaborate…
As featured in this month’s Master Investor Magazine. The trickier the times, the greater the opportunities for profit (and loss!). And we are now firmly in tricky times. I have spoken and written before about the imperative of seeing through the fog of financial battle in order to achieve success. by this I mean focusing…
We often get asked by concerned parents which fields of study they should be encouraging their children to pursue, in light of the fact that technology is progressing at an ever faster pace and that many of today’s jobs will be replaced by robots over the next 50 years. Definitely not finance is usually our…
The dog days of the markets are apparently what we face for a while. There is no discernable trend in the equity markets of the West and even Japan seems to have stalled, hopefully temporarily. China is the only major market, (soundly recommended by Merryn Somerset Webb at the recent Master Investor conference), to be…
Well, another year, and another Master Investor. This year was particularly special, as we had 3800 people through the door, and a huge amount of publicity. Over the years, I’ve made new friends at the show and it’s always great to welcome them back. My slides will be linked to this article (see below), so…
Jim’s top 3 thoughts of the month: 1 – QE will not successfully stimulate European economies. 2 – After making 130% on Apple, I would now go short. 3 – Synergy Pharma as trading buy. I am writing this in my flat in Berlin, looking out over the Reichstag, scene of heavy fighting at the…
