Insights
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Meanwhile, Beyond the Apocalypse…
"A wise man adapts himself to circumstances, as water shapes itself to the vessel that contains it." - Chinese Proverb...![](/media/ddjnjalo/dawnbanner.jpg?width=480&height=360&rnd=133074755740530000)
Long Night’s Journey Into Day
"For now we see through a glass darkly.” 1 Corinthians Most of us are taught that the darkness, while scary,...![](/media/0hkovp0i/liesandstatsbanner.jpg?width=480&height=360&rnd=133074705563130000)
Lies and Statistics
A few quotes to kick off this Letter from a man I have quoted before, the philosopher who said “You...![](/media/5jqhtgyf/losemoneybanner.jpg?width=480&height=360&rnd=133074755738500000)
How to Lose Money and Be Influenced by Crowds
“I will love the light for it shows me the way, yet I will endure the darkness for it shows...![](/media/dt2dioeg/earningsarmageddonbanner.jpg?width=480&height=360&rnd=133074755661000000)
Two Investment Lessons Learned in Lockdown
"The future was always more important than the past." - Paul Park In the haze of the Presidential election some...![](/media/errevnfz/vaccinationbaner.jpg?width=480&height=360&rnd=133074755734600000)
A Market Vaccination?
“To realize the American Dream, the most important thing to understand first is that it belongs to everybody who chooses...![](/media/c1ldwgzi/trackerbanner.jpg?width=480&height=360&rnd=133074755677030000)
Why All the Gloomy Analysts Are Looking Downright Foolish
"You have power over your mind, not outside events. Realize this, and you will find strength." Marcus Aurelius The year...![](/media/1v1bg25x/bigstock-fearful-twenty-dolla-bill-1876855.jpg?width=480&height=360&rnd=133074755731900000)
How Stress Can Make You Wealthy
Looking back is important in this business. It’s those difficult time periods in the rearview mirror - the windows of...![](/media/goggoup4/skewedbanner.jpg?width=480&height=360&rnd=133074755421500000)
The Thing That Drives Your Future Investment Returns
I’ve included the Yale Crash Confidence indicator below. It’s published monthly and shows us the proportion of investors who believe...![](/media/l3umdgjj/blogpagebannersentiment.jpg?rxy=0.562612929822495,0.5075774227288575&width=480&height=360&rnd=133092647805930000)
THE HUNT FOR DEAD OCTOBER
Let’s start with some quotes from my March Letter from Linlithgow which is still on our website. I encourage you...![](/media/culjzvkv/housearrestamended.jpg?rxy=0.6383657835939993,0.5501260237676897&width=480&height=360&rnd=133092640811270000)
October 2020 Amendment
Further to Steve’s recent Informing You, we would like to clarify HMRC’s position regarding the sale of second homes and...![](/media/y5cgw552/demogronomics.jpg?width=480&height=360&rnd=133074755727630000)