Asking the wrong question on inflation
June 4, 2021
Reading Time: 7 minutes Is inflation coming? How will my portfolio do, what assets help against inflation? … More Asking the wrong question on inflation
Author: Dan Mikulskis
The Good, the Bad and the false. Addressing 9 arguments against ESG
May 31, 2021
Reading Time: 8 minutes answering some common arguments ESG or responsible investing … More The Good, the Bad and the false. Addressing 9 arguments against ESG
Finding what others can’t vs seeing what others don’t
May 23, 2021
Reading Time: 3 minutes There are a great many ways to succeed in investing , some involve doing very little (eg owning a passive index) others involve a lot more. I reckon you have at least 4 broad categories: 1. Seeing what others don’t (eg Growth investing: buying Amazon or Apple ) 2. Finding what others can’t (eg private … More Finding what others can’t vs seeing what others don’t
The million dollar question
May 10, 2021
Reading Time: 5 minutes What returns should I expect from my investments? Easy question, difficult answer. A lot of books and many, many column inches have been taken up debating that one. Of course, the most defensible answer is “no-one knows for sure”, but this isn’t helpful. For financial planning we need a forecast to start from and we … More The million dollar question
Is now a good time for some feedback?
May 9, 2021
Reading Time: 5 minutes As passive aggressive conversation openers go, that’s right up there, to which the only sane answer is: “hell no”. My wife has a slightly friendlier version: “the only thing I would say here is … “. In reply I’ve got fond of saying “Thanks for the feedback” , with just a hint of passive-aggression, which … More Is now a good time for some feedback?
Oops they, did it again …
May 1, 2021
Reading Time: 9 minutes Hell of a week for mega-cap stock earnings in the US. You’ve got 5, trillion+ dollar companies growing at startup type rates. It’s remarkable stuff. Usually, as a passive investor one of the great things is not needing to have a view on individual stocks, you have the luxury of just shrugging while knowing you … More Oops they, did it again …
Your New Investment Target: Zero (Net Zero)
April 22, 2021
Reading Time: 8 minutes Why Net Zero is the new investment target of choice as asset owners think more about climate, externalities and sustainability … More Your New Investment Target: Zero (Net Zero)
Five surprising stocks in a 20-year bear market
April 15, 2021
Reading Time: 3 minutes Looking at individual stocks gets wild … It might surprise you that the following stocks have all yet to surpass their March-2000 dot-com era highs (at the time of writing. Admittedly 2 are getting close): Intel Cisco Pfizer AT&T General Electric It gets even weirder when you focus in on Cisco – despite being in … More Five surprising stocks in a 20-year bear market
How Much Would You Need to Retire In Your 40’s?
April 5, 2021
Reading Time: 6 minutes So look I get that no-one needs another piece debating the 4% rule. (I did write a piece doing exactly this last summer though, showing that the last decade of low rates had “broken” the 4% rule – in the UK, similar conclusions would hold in the US). The follow-up to that piece was surprising- … More How Much Would You Need to Retire In Your 40’s?
Delivering the goods or a bad taste in the mouth?
April 3, 2021
Reading Time: 3 minutes All the ingredients came together here to deliver a really tasty story: You’ve got a rare listing of a tech “darling” in London, in a climate where the UK government is desperate to “reawaken” London’s capital markets in a post-Brexit world and in a time of US-based SPACs stalking many private UK firms. Add to … More Delivering the goods or a bad taste in the mouth?