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African Dawn: Why African markets will rally in 2018

Imagine a continent which leads the world in mobile telephony banking and in fourth generation (satellite) internet access. This is…

Elon Musk has sublimated to the land of pure fantasy

Seeking Alpha offered a coruscatingly sceptical commentary (9th February) on Elon Musk's latest analysts' conference where the subject was the…

The State of the (Spanish) Union

The Catalonian insurrection has been defeated by the will of Madrid - mercifully without ugliness. But many Catalans are resentful…

2 resources shares to help beat inflation

This week has been dominated by falls in share prices across the globe caused by raised inflation expectations. It would…

It’s a funny old world

Sheer professionalism: when the SFO cooked up charges against the Tesco 3, I thought that that would be difficult. But,…

Market sell-off creates both risk and opportunity

At times of extreme market stress, investment trusts tend to behave more like equities than funds, with the prevailing sense…

What’ll he say when Wall Street goes down?

I just had to buy Bitcoin this morning since Lloyds Bank banning its customers from using their credit cards so…

2 property stocks trading on low valuations

The UK property sector has experienced a mixed couple of years. The EU referendum seems to have caused investor confidence…

Shaking the magic money tree

Money doesn’t grow on trees – so we are told. Yet central banks like the Bank of England can create…

The concentrated value fund betting on a UK recovery

The threat of a hard Brexit has held back the performance of domestically orientated UK stocks and created a value…