The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More

The Case for UK Growth

In his 1992 Chairman’s Letter, Warren Buffett wrote that the investment approaches ‘value’ and ‘growth’ are “joined at the hip”. In many...

Long-Term Growth Prospects may be Rosier than you Think

The concept of ‘intrinsic value’ is at the heart of Benjamin Graham and David Dodd’s 1934 framework that would later be known as ‘value...

The Most Interesting Question in the World?

Here’s an interesting question: do the low or negative long-term real interest rates that prevail around the world signify a bleak...

A Proposal for the British Government

I have a proposal for the British government. It’s not complicated: sell vast quantities of 50-year debt and buy vast quantities of UK...

INVESTMENT BLOG