Stocks

Nowhere to hide from the collapse of the everything bubble

This bear market is unusually challenging for investors because there is nowhere to hide. The selloff includes just about everything – every asset class. This…

Why mining stocks are a tech punt

No one thinks of mining as a technology punt. When we think of the mining sector, we picture dusty old trucks the size of houses.…

Expert says you want stocks that can survive a bear market

Today’s special guest wrote about a “bear market in trust” in January. The start of this year saw the reflation trade (as pumping of money…

Welcome to stagflation. It’s going to get worse.

You might think a moribund economy with 7% inflation is bad enough. But just wait until you see the Bank of Englad’s forecasts for what…

We’re all paying for “Putin’s price hike” at the pump. But what should investors be doing?

Over the Easter break, between nappy changes and car-seat battles, I finally found time to watch the latest of The Southbank Interviews, hosted by my…

This “Templeton moment” could be worth millions

Editor’s Note: In the weeks since this story was published in our sister publication Southbank Investment Daily, Russian President Vladimir Putin has pulled the trigger…

What to know as history’s oldest bull market turns 13 in March

Editor’s Note: While Nick is away attending to the birth of his daughter, we’re taking this opportunity to share some market perspective from Fortune &…

Be more woman…

It’s International Women’s Day (IWD) today, an event which has become a wonderful PR and marketing opportunity for every type of brand you can name.…

The one thing you should check before buying any stock ever again

There are many reasons for company insiders to sell shares in the company they work for. To pay for a new swimming pool. To pay…

The financial crisis warning signal that nobody believes in, no matter how well it works

What if I told you there is an indicator that successfully predicted the timing of 12 financial crises going back 150 years? An indicator you…

How to invest for unicorns and soft landings (DON’T)

Don’t panic, unless you’re a central banker. In which case, what the hell are you doing reading this? Don’t you know that inflation is above…

Death by a thousand parties, or birthday cake off a duck’s back?

What does the UK’s cheapest ever mortgage tell us about the housing market? Is Nigel Farage surprised about the tech stock selloff? Is no stock…

Are bonds really safer at 0% interest rates?

Over the Christmas and New Year break, we’re looking back at some of the most important letters we sent to you in 2021. And today’s…

This is not the commodity boom you’re looking for

The UK’s resource and energy-driven stock market is in for a spectacular commodity boom as prices surge… right? That was the consensus at a recent…

Choose the lesser of two weevils: inflation or deflation?

I’m reading the books which inspired the film Master and Commander, starring Russell Crowe. A key theme is how much the elements matter. The captains…

Why a post-pandemic crash comes before a recovery

The recovery is on! The economy is going to boom now that the Covid-19 pandemic is behind us! Right? Perhaps. But I doubt it’ll be…

Simon Popple explains our commodity chaos

It’s the most important investment chart of the next ten years. And our friends at Incrementum AG, who publish the legendary In Gold We Trust…

This is not the commodity boom you’re looking for

The UK’s resource and energy-driven stock market is in for a spectacular commodity boom as prices surge… right? That was the consensus at a recent…

Will the last person to leave Britain please turn off the stock market?

Yesterday we laid out the data for you. We gave you the news stories and headlines about the UK’s coming Winter of Discontent – the…

Name me a financial crisis which central banks can’t paper over with QE

You’ve seen them plastered all over the news. The long list of crises which threaten to wreak havoc on financial markets. And I bet you’re…