In the last post, we looked briefly at a Warren Buffett speech gave in the summer of 1999 in the run up to the bursting of the Dot Com bu...

Early on in the biography of Warren Buffett, The Snowball, the author - Alice Schroeder - details the story of the billionaire investor's...

In the most recent post, we looked at the effects of low interest rates (and low government bond yields) on the workings of a 60:40 portf...

As mentioned on a previous post, the idea behind the 60% stocks and 40% government bonds portfolio is that you have a significant exposur...

The following is a brief summary of a number of Financial Times articles (see sources 1,2) from over the summer, that we think is good ma...

After scrolling through the latest FT articles looking for a new subject to write on, I came across the FT reading list and decided to st...

In recent years the government has made life significantly tougher for UK landlords, in an attempt to de-ramp the buy-to-let market. The ...

I believe we are now at an important stage to remind everyone of a basic academic theory; The Equity Market Timing Theory of Capital Stru...

Unprecented government stimulus could lead to a rise in inflation— how do investors plan to hedge against it? Late last week the Bank of ...

On Wall Street, the S&P 500 currently sits at just 15 per cent off its February all-time high for this year, while the tech-heavy Nasdaq ...

The first quarter and second quarter of 2020 In the first quarter of 2020, between January and March, the coronavirus outbreak brought ce...