How Volatility Helps Us … For patient set-and-forget investors, the recent tariff-driven volatility was overdue and welcome. Pullbacks enable long-term investors, like myself, to accumulate quality assets at better prices. As Warren Buffett says: “The...
Here’s What I’m Doing (and Not Doing) …. Plus – Listen to our views on new podcast episode The recent market volatility from Trump’s nonsensical measures have, of course, been felt in my own portfolio. Stocks are still higher since the...
Balance Your Portfolio for Success … Investing only in the S&P500 means owning just one country and, effectively, just one large sector (technology). For most of 2025, I have encouraged having a more balanced portfolio. See here and here. That meant looking...
The Growing Risk of Not Being Global … When Chinese startup DeepSeek claimed to have built a ChatGPT-like app for only $6m it sent shockwaves through the US market. Until then, the market believed such Ai technology wasn’t possible without needing Nvidia...
How to beat the system … I wouldn’t say I’m an avid fan of reality TV but The Traitors was compelling viewing. Once I started drawing investment lessons from it there was no stopping! Series 3 just finished and it was a big hit for the BBC. ...
