What if everything you were taught about economics & finance was wrong?

Reading Time: 5 minutes Do we stop to question received wisdoms as often as we should? The stories, words, metaphors and concepts we use to describe things do matter. They define the cast of characters on (or off) the economic stage, perhaps implicitly relegating important areas to marginal or non-existent roles, without even thinking about it . Adjectives and … More What if everything you were taught about economics & finance was wrong?

Finding what others can’t vs seeing what others don’t

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

Five surprising stocks in a 20-year bear market

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?

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?