At first glance it may be said that discussing the ins and outs of UKIP’s former leader is somewhat off topic in terms of the Master Investor remit. But of course, given the way that Nigel Farage spoke twice at Master Investor and has been interviewed both by Jim Mellon this year and by myself…
In my blog Don’t Fight The Fed, Fight The ECB, published last week, I said that investors face an epic opportunity to short bonds, as the risks of doing so are very narrow while the upside potential is huge. Buying an asset just because you believe someone else will buy it from you at a…
The first quarter results and statement from GSK has a biblical flavour. We are exalted to raise our gaze unto the hills from which cometh our salvation; which the regulators less poetically translate as future and forward statements. It was an occasion for a transcendental gazing into the future because the Q1 results were not…
One of the more consistent stock market adages has been the advice to ‘Sell in May’. The general idea is that stock markets perform badly during the summer months and that you’d be better off staying away until the winter. The effect is linked to the ‘Halloween’ effect which proposes that stock markets perform best…
The Greek Finance Minister Yanis Varoufakis has said that he expects a bailout agreement to be reached in the coming days or weeks during a speech in Brussels. Mr Varoufakis said the country needs a bad bank to unclog the financial system and a development bank funded by the proceeds of privatisation. The European Central…
Featured in this month’s Master Investor Magazine. This is the second in a 12-part series of articles by Swen Lorenz, reporting on easy-to-access investment opportunities in high quality real estate around the world. This month, Swen has travelled to Germany to seek out an investment suitable for private investors. You’d have to have spent the…
by Frederik Vanhaverbeke In the latest of a series of articles for Master Investor Magazine, Frederik Vanhaverbeke, author of Excess Returns: A comparative study of the methods of the world’s greatest investors, looks at how some of the world’s greatest investors are so successful. If you just stick to buying good companies (ones that have…
What’s in a name?: a director of Proxama (PROX), “the international mobile proximity commerce company”, has left the board. He is one Miles Quitmann. Are you surprised? ***** Astonishingly, Mitie (MTO) have yesterday bought back another 150,000 shares – or at least £1m+ in recent days. They must be loopy. But however loopy they may…
An Opinion Worth Millions Whoever thought Ben Bernanke’s golden age was terminated on 1st February, 2014, with the end of his tenure as chairman of the US Federal Reserve, was just plain wrong. The ex-chairman has been on a tight and busy schedule for the past year, travelling from town to town, disseminating his wisdom…
It has been a somewhat surreal lead up to the General Election, with the FTSE 100 holding near 7,000, and Sterling holding above $1.50 despite all the uncertainties. Presumably most of us are in denial regarding how much turbulence there could be in the wake of the most hung of hung parliaments. Presumably, things could…
