Asking for a friend

Reading Time: 5 minutes A reader asks: how do stockmarkets typically do in high inflation / interest rate rising environments (asking for a friend). You can see why the question is being asked: It’s the question we’re all asking right now (or should be). It’s funny sometimes when something that has been so widely predicted / talked about, actually … More Asking for a friend

🍏

Reading Time: 6 minutes Hypothetical question. How much is a business worth that does $120bn of revenue in a quarter , at a 40% profit margin. What if I told you earnings have been growing around 20% per year? Well, “a lot” would be one answer. But clearly Apple (yes, you guessed it!) is already valued at “a lot” … More 🍏

Launching YTIF

Reading Time: < 1 minute I’m starting a newsletter … Your Thursday Investment Fix Yeah I get it. Your inbox is already overflowing with thought-pieces , thunk-pieces, dunk pieces and puff pieces. But here’s the deal – this will be 3 minutes to read that will actually be useful. Every 2 weeks on a Thursday I will bring you: 3 … More Launching YTIF

Why it’s great to fail your new year’s resolutions

Reading Time: 5 minutes Getting comfortable with failure leads to better goals, helps you learn what works and moves away from a fixed mindset. I love new year’s. At a pinch I might even choose New Year over Christmas and all its forced consumerism. New Year is a chance to reset, refresh, reflect – looking both backwards and forwards. … More Why it’s great to fail your new year’s resolutions

Most read of 2021

Reading Time: < 1 minute Thank you all for following along during this most strangest of years! One that brought us meme-stonks, the meaning of transitory and more pledges, commitments and targets than you could shake a stick at. I’ve posted less articles than usual this year but I’ll put that down to some big events: Leo turning one and … More Most read of 2021

From portfolios of stocks to portfolios of funds

Reading Time: 7 minutes Over the last 20 years, one of the biggest trends I think we’ve seen during my career is the fundamental quantum unit of the portfolio shift from being stocks (usually domestic) to funds (global). This is true for large, institutional investors but it’s also true for individuals. As just one example of this, UK individuals … More From portfolios of stocks to portfolios of funds