Insights
2021 – Good riddance!
For the first time in my life I am looking forward to seeing Aly Bain and Phil Cunningham on telly...
Flat fizz
Much has been made of the reduction in duty for sparkling wines, including Champagne, in the Budget last week. Until...
The Biggest Risk to Your Investments
The lessons learned over 40 years in this business tend to repeat in a never-ending process. Take last year as...
The Numbers Inside the Noise
This week, the data release velocity will spin up to warp speed as seventy-three S&P 500 companies hit the headlines...
The Advantage of Perspective
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare...
Mysterious Ways
It was late 2003, and we were just pulling into McDonald’s in Orlando. We had landed earlier and grabbed a...
In Case You Were Wondering…
“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” Warren Buffett...
Learning What Not to Do…
“In investing, what is comfortable is rarely profitable.” Robert Arnott I would encourage you all to consider the idea that...
What To Do When The Answer is “None”?
“Individuals who cannot master their emotions are ill-suited to profit from the investment process.”- Benjamin Graham Oh dear, another week...
It’s Not Armageddon. It’s Just July…
According to CNBC on Monday, prices “plunged,” and the day was filled with experts giving all parties lots of reasons...
It's a bad news week ... again!
“What information consumes is rather obvious. It consumes the attention of its recipients. Hence a wealth of information creates a...