Stocks

You took the wrong pill. Prepare to be a machine’s battery.

It’s right out of the film The Matrix, if you ask me. Using everyday people as the battery pack for the economy is a bit…

This is a crisis of underinvestment, say you

My article “When soaring profits are a bad sign for stocks” triggered plenty of reader mail. I asked whether underinvestment in the future was leading…

When soaring profits are a bad sign for stocks

“Profits in the UK are soaring: they’re up 73% at the biggest 350 companies compared with pre-pandemic levels.” It sounds great, doesn’t it? That is…

2008 without the stimulus packages, bailouts, QE or rate cuts

Have you ever wondered what the 2008 crisis would have looked like if there hadn’t been bailouts, stimulus packages, quantitative easing or rate cuts? Because,…

Three very quiet cheers for the FTSE 100!

Did you see the headline in the Guardian? “UK Sidesteps Worst Stockmarket Crash in Half A Century!” Nope, I didn’t see it either. And yet……

A crash without a cause… yet

It’s one of the worst on record. It’s perhaps the worst once you factor in the combined losses in stocks and bonds. Or how much…

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…