Cocoa price-linked investments are almost as exotic as the history, intrigue and stories around the product itself, but having something at least chocolate facing in your portfolio makes some sen...
‘Study the past, if you would divine the future’ - Confucius To use a football expression it was a game of two halves for financial markets in 2016 with the key investment decision being at ...
‘I eat carefully because people don’t want to see a large person judging cakes. They’ll think to themselves, “That’s what happens when you eat cake” ’ - Mary Berry So I read that ...
‘Ideas are like pizza dough, made to be tossed around’ - Anna Quindlen What did you make of the Autumn Statement last Wednesday? Certainly it is an unusual world when the government of the...
‘I believe in the Golden Rule - The Man with the Gold… Rules’ - Mr. T Gold divides opinions. Some build their portfolios around it whilst others see it as a ‘barbarous relic’. One as...
(originally published here ). ‘Somebody made the statement that Donald Trump has built or owns the greatest collection of golf courses, ever, in the history of golf. And I believe that is 1...
‘Halloween is an opportunity to be really creative' - Judy Gold If you have been watching the FTSE-100 index of leading UK shares over the past few weeks you would have seen it flicking abov...
‘Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning’ - Albert Einstein You should always be focused on inflation as an investor…and thi...
‘Progress comes to those who train and train; reliance on secret techniques will get you nowhere’ - Morihei Ueshiba It really is ALL about Europe if you care about global equity markets. I ...
‘A pound of pluck is worth a ton of luck’ - James A. Garfield Wise advice above but a British Pound’s worth of pluck is not worth what it used to be in euro or dollar terms. When your h...
If you were back at school and told by your teacher that last year you were ranked tenth best in the class whilst this year you were up to seventh best you would justifiably feel pleased with you...
The headlines looked good for CARNIVAL today: Carnival (NYSE:CCL): Q3 EPS of $1.92 beats by $0.03. Revenue of $5.1B (+4.5% Y/Y) beats by $60M. And it is never a disaster when there is chat ar...
Professional fund managers have it made, yes? They get access to interpretations of the latest economic data straight into their inbox within minutes of the information coming out. Company ma...
One of the more surprising reports I read today was that Europe is in an economic sweet spot. Judging by today’s manufacturing PMI updates not only are output trends decidedly mixed (note th...
Shall we get the inevitable Buffett quote out of the way early? Well yes it is correct to be ‘greedy when others are fearful’. Easy to say, difficult to do with all the psychological pre...
So JOHN DEERE cut guidance: cue the wailing and gnashing of teeth about US farmer incomes as crop prices slide. Yes it is true that farmer incomes are not what they were a few years ago but the...
Even with the help of a full quarter of quantitative easing, today’s eurozone second quarter economic growth estimates are downright dull and France - typically regarded as the eurozone’s se...
Today there was another sign of headline financial normality returning to Greece: the stock market reopened. Of course it plunged around 20% in a catch-up move but with recent Greek Parliamenta...
The Swiss (and American listed) crop protection/seed company SYNGENTA published its second quarter corporate update today. For all the talk about currencies, prices, initiatives and opportunit...
Three months ago I wrote that: ‘GOOGLE has a high quality problem: its bundle of net cash is growing and the introduction of a new CFO in a month’s time provides the opportunity for some n...