Stocks have had a very strong start to 2019, across most of the world. The MSCI All-Countries World Index (ACWI), …
If I was only allowed one investment, this is it
About 25 years ago, I was a fresh-faced graduate trainee at a leading investment bank in London. One day, my …
Why stocks are 100 times better than cash deposits
Everyone with any money – whether gained from savings or inheritance – faces the same question. What should I do …
Why German stocks look attractive
Over the long run, German stocks have matched the performance of US stocks. But they’ve lagged behind in recent years, …
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 …
Ferraris, real estate or stocks?
Buenos Aires, Argentina Last week’s lunch at the American Club in Buenos Aires was thoroughly enjoyable. Around 12 of us …
Trade wars weigh on stocks…again
Global stock prices are under pressure as trade wars have come back on the agenda. US actions and rhetoric have …
Is there a right time to buy dividend stocks?
I’ve noticed that some dividend investors try to buy dividend stocks just before the companies make a payment. In reality, …
OfWealth’s stock buy list today
The historical evidence is clear, across all countries. Stocks are a great place to invest for your future. Except in …
Is it time to invest in South Korea again?
As tensions reached boiling point on the Korean peninsula, in mid-2017, I recommended exiting positions in South Korean stocks. With …
General Electric: down 77% and STILL overpriced
Back in November, when General Electric (NYSE:GE) stock traded at $19.92, I argued it was still substantially overpriced. Today, with …
Deutsche Bank ejects CEO: stick with the stock
Deutsche Bank has sacked its CEO, but the turnaround of this troubled bank will continue. Today I’ll give a summary …
Why dividend “yield on cost” is irrelevant
It’s time to take a sacred cow to the slaughterhouse. “Yield on cost” is a popular investment ratio. It refers …
Who wins the race: the investing tortoise or the trading hare?
You’ve probably heard Aesop’s famous fable about the tortoise and the hare. A tortoise challenges a hare to a race. …
The “double compounding” power of stocks
“Stocks for the long run” may be an investment cliché. But, assuming the purpose of investing is to make a …
Savvy stock investors know this valuation secret – Part II of II
Last time I started to look at where bond and stock values come from (see Part I). The crucial point, …