How to be a contrarian investor – and why!
Human beings are not evolutionarily well adapted to be good at investing. But there are some basic principles that will…
6 years ago
Tim Price
Is the business cycle about to turn? – MAGAZINE EXCLUSIVE
Fund manager Tim Price explains why US investors could be anticipating an imminent turn in the business cycle.
6 years ago
The problem with growth
One of the most influential things I have ever seen is a presentation on YouTube. Its formal title is Arithmetic,…
7 years ago
Ice age for the perma-bears
For many fund managers, the arrival of January means primarily one thing: the latest investor conference from the Société Générale…
7 years ago
The only 2 words you need to know in 2018
To Benjamin Braddock (Dustin Hoffman in Mike Nichols’ film The Graduate), the well-meant one-word piece of advice was “plastics”. To…
7 years ago
Were we wrong to rescue the banks?
There are times when certain decisions have an unusual impact on subsequent events. We reach, in other words, a ‘fork…
7 years ago
The 1930s: a warning from history
If what you were ‘taught’ about the Great Depression is anything like my school time experience, it will go something…
7 years ago
Why you should be worried about higher interest rates
One of the most intriguing investment books I have ever read is Forty centuries of wage and price controls: how…
7 years ago
The wisdom in books
“If I wanted to become a tramp, I would seek information and advice from the most successful tramp I could…
7 years ago
Is this the best-kept secret in finance?
Historians, in their quest to make sense of the past, refer to two types of source material. Primary sources are…
8 years ago