09 Oct The art (and importance) of rebalancing
World stockmarkets have had a good run in recent years. If you haven't thought about rebalancing your portfolio, now might be a good time to think about doing so....
06 Oct The weekend starts here - interesting snippets from around the web
Black Monday, Northern Rock and earthworms on Mars may be strange bedfellows but all put in an appearance this week. Enjoy!...
29 Sep The weekend starts here...... interesting snippets from around the web
There has been a huge amount of interesting content around this week, which has made it very difficult to narrow down to a few snippets. I hope you enjoy my choices. Fat jockeys – or how to make the economy grow [4 min read] If you’ve ever...
25 Sep Wealth & Financial Planning for women - collaboration not condescension
Désolé monsieur, but women tend to live longer than men...
18 Sep Do passive investors care about corporate governance?
“No passive investor cares much about governance of a particular company.” Todd Henderson and Dorothy Shapiro Lund, Wall Street Journal, 22nd June 2017 The above quotation comes from an article published in the Wall Street Journal (WSJ), access to which is only available to subscribers, although...
11 Sep Non, je ne regrette rien - understanding investor behaviour
“The investor’s chief problem – and even his worst enemy – is likely to be himself.” - Benjamin Graham Until very recently I had never heard of Jonah Lehrer. Then, in the space of 48 hours, I read about him in Jon Ronson’s book, ‘So You’ve Been...
06 Sep The cult of the fund manager
I have read two articles in the last few days which triggered a trip down Memory Lane. The first was this Morningstar article, which looks at the history of the ‘cult’ fund manager over the last 30 years. Thirty years ago, in June 1987, I joined Hargreaves...
01 Sep The weekend starts here…01/09/2017
My monthly book review is up on the blog [5 min read] When Amazon first launched, the trade-off for getting great prices was a delay in receiving what you bought (as opposed to the instant gratification of walking out of the store with the item), and the lack...
25 Aug The weekend starts here…25/08/2017
This week’s blog – Can’t buy me love…. [1-2 min read] Based on a report by PwC, this infographic on the economic impact of AI is an interesting read [3 min read] You are what you read. I read ‘The Shallows’ this week (more on that in August’s book review), and this article...
18 Aug All that glisters…
“Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.” Warren Buffet Gold has...