Recent Articles

Stocks and Shares

The “paradox of inflation” for stocks…and a potentially massive opportunity

Sussex, England “…murmur murmur murmur Brexit mumble mumble mumble Brexit mutter mutter mutter Brexit…” Repeat endlessly…ad infinitum… For as long … 0 682

From hot to cold

Buenos Aires, Argentina I’m in transit. Late last night I got back to Buenos Aires from Uruguay, driving most of … 0 645

After 2018’s sharp drop, are Chinese stocks cheap enough?

Chinese stocks go through frequent cycles of boom and bust. The market saw major peaks in October 2007, May 2015 … 0 731
Gold and Precious Metals

Shark attack?

Rocha, Uruguay A worrying chart below…but first an update on my sojourn in Uruguay. Yesterday morning, a large group (pod?) … 0 746
Investment Strategy

After 2018’s falls, there are some cheap stock markets

Rocha, Uruguay At the beach house, the nocturnal toads that keep me company at dinner time are happy. The rain … 0 774
Investment Strategy

How did my asset allocation perform in 2018?

Last year was a difficult one for investors. Every major asset class lost money, meaning there were few places to … 0 773
Investment Strategy

My selected Top 10 reads of 2018

Buenos Aires, Argentina We’re rapidly getting close to the end of the year. And, let’s face it, it’s been a … 0 680
Stocks and Shares

Strip out Amazon Inc. and US stocks look cheap

There are many stock valuation ratios. None is perfect, and all can give false readings at times. Right now, I … 0 734

Don’t expect a happy, Hollywood-style ending…

Buenos Aires, Argentina Let’s see…stocks are up a bit today…gold is edging higher ($1,245 per ounce)…Argentine airline pilots are threatening … 0 710
Stocks and Shares

Deutsche Bank hits new lows. Opportunity or end game?

Deutsche Bank stock has hit new lows. This is partly driven by general pressure on financial stocks, but also by … 0 749
Investment Strategy

Is there an “everything bubble”?

Buenos Aires, Argentina The G20 summit begins in Buenos Aires tomorrow. The lockdown has truly begun, as security forces are … 0 678