Why I am buying sterling, selling euros
21st March 2019
I might look very silly by the end of the month but there will not be a no deal Brexit. Neither side can afford this outcome. Sadly my crystal ball... Read More >
Featuring
What's New
Safe as houses?
15th March 2019
Over almost 30 years UK house price gains have outperformed the best of British businesses. What next?
Index performance rebased to 100 in January 1990... Read More >
Why Centrica no longer meets my investment criteria
21st March 2019
In 2012, one of the first companies I invested in as a defensive value investor was Centrica, the company behind British Gas.
It seemed like a good idea... Read More >
Letter from Washington
22nd March 2019
President Trump's schedule (EDT): 9:30 AM: Departs the White House, South Lawn;12:05 PM: Arrives at Atlantic Aviation, 3800 Southern Boulevard, West... Read More >
Blain's Morning Porridge
21st March 2019
“On the wings of a snow-white dove, he sends his pure sweet love, a sign from above….”
In the headlines this morning...
To make it easy,... Read More >
Will South Africa learn from Zimbabwe’s ruin?
21st March 2019
South of the Limpopo, the South African government has been busy restructuring the economy along racial lines for decades. The “colour bar,” which was... Read More >
Shopping Centre Valuation: The changing face of retail
21st March 2019
(How Much Is) That Doggie in the Window? - Bob Merrill (January 1953)
As the quote above reminds us, retail is all about enticing shoppers to part... Read More >
Latest Articles
Did high wages actually kickstart the Industrial Revolution?
20th March 2019
Academics are at war over new evidence suggesting high pay didn’t spark the rush for labour-saving devices
It has been more than 200 years since the... Read More >
What’s the point of a social media tax?
19th March 2019
It is possible to wonder a little about those who rule us. Occasionally they come up with ideas that leave more than a hint of a suspicion that they... Read More >
Rot and decay are life giving processes, and environments without these processes are ultimately doomed
5th March 2019
There are two types of invertebrate on our farm that I refer to as “the enemy”. They are the fly and the liver fluke, one an external parasite and the... Read More >
The February 2019 Market Report
16th March 2019
February was a relatively quiet month for the wine market. The month started with the Chinese New Year celebrations which meant Asia was quiet and it also... Read More >
The houses that sugar built
6th March 2019
The early history of the Caribbean (and especially Barbados) is well told in the book Sugar Barons by Matthew Parker. Even by the cruel standards of... Read More >
An interview with Sandy Gumm
19th March 2019
Tim Green speaks to Sandy Gumm, Chief Operating Officer of Prestbury Investments LLP
Sandy Gumm is an Australian-qualified chartered accountant. She is... Read More >
Keeping up with the Taxes: Investing Efficiently in Changing Times
15th March 2019
While the UK’s impending exit from the European Union may have dampened demand in UK property, particularly in the City, the same is not uniformly true... Read More >
Classic cars - the state of the market
11th March 2019
During 2018, classic car values as a whole rose by 5.9% (source Classic Cars). However, within the 1500 models used as an index there were losers as well... Read More >
Auction Watch - November 2018
28th November 2018
More than £4bn of residential and commercial property has been sold at in-room auctions across the UK in the past 12 months. Perhaps surprisingly given the... Read More >
