Investing on Assumptions Instead of Facts

Another monotonous week, eh? Sometimes this can all seem a bit repetitive. But rest assured that the calendar will fix that for us shortly as those who "Sell in May" return to the market at higher prices. For...

How a Black Swan Loses its Colour

Any US Federal Reserve chatter is good for a headline, regardless if it’s about action or inaction. The latest and most popular angel seems to be that "we have entered no man's land for the markets" with a...

There Are No Short Sellers on the Long-Term Rich List

Sometimes taking a break from stats and figures pays dividends, particularly when it involves absorbing some old school advice from arguably the greatest investor in history, Warren Buffett. I’ve included a few excerpts from Warren’s recent NYC event...

It'll be better than before.

Well we made it through August despite the North Korean “missile crisis”, umpteen predictions of an “imminent stockmarket crash” and our wettest summer in 80 years. All we have to do now apparently is hold our breaths until...

Death & Taxes - 3 steps to an early retirement

I was recently interviewed about my life all the way back to when I was born. The goal was to find out anything that could have influenced my success as an independent financial advisor (IFA) helping thousands over...

Taxing Times Ahead?

Although it is only five months since we had the last ever March Budget it feels like an eternity. In that time we have had an election with the resulting hung parliament, North Korea sabre rattling, President Trump...

The Inflation Ghost

The US Federal Reserve just doesn't seem to get it. The experts have missed it too. And most of the financial talking heads are almost always behind the eight-ball. So what is it that they miss? Simples: Inflation...

Mellon on the markets - Fast-changing views for a fast-changing world

All articles in this section are provided courtesy of Master Investor Magazine and are not necessarily the views of Alan Steel Asset Management. This missive is being written on the Edinburgh to London train, as I return from...

All the Bogus Bogeymen

The markets can be a stealthy monster. At times they seem to just be waiting to scare the crap out of you. In fact, so much so that folks feel washed over with certainty that they must take...

Did You Miss the Market Correction?

For the final few weeks of August here are a couple of thoughts: It’s slow There’s no volume There are no buyers, and The 3rd string team is manning the trading desks. The bad headlines hit and the...