Serious investment thinking that doesn’t take itself too seriously.
Our man in the desert looks across all asset classes to give his opinion on the market trends and stock picks.
Everyone is talking about inflation. And rightly so. The consumer price index (CPI) grew by 5.4% from June 2020 to June 2021. That is a far cry from double-digit inflation. Nonetheless, comparisons with the 1970s abound. Economists are quick to point out that we...
Not as glamorous as Brooklyn, as cool as Staten Island, or as private as Manhattan… ”* *In the headlines this morning Bit of jolt to stock market’s yesterday – US Retail Sales...
“I was going to buy you a thousand red-roses my darling Mrs Blain.. but they were a bit expensive.. ” In the headlines this morning:...
In the headlines this morning (Apologies for delay) What a fascinating world we live in. Amazon boss Jeff Bezos exposing himself, and exposes the National Inquirer for...
“Oh dear. How sad. Never Mind.” In the headlines this morning. I’ve peeved the Americans two days in a row. In the interests of fairness and balance, EU MiFID 2 regulations...
I had recommended buying the British pound at 1.2700 against the US dollar in successive columns in the past two weeks. Sterling is at 1.3200 as I write, the trade is already...
The epic political dramas of last week (Aunty Theresa’s Brexit plan was rejected by the House of Commons but she managed to survive a no-confidence vote by a narrow margin)...
In the headlines this morning: https://morningporridge.com/stuff-im-watching I’ve just seen the surest sign economic apocalypse lies around the corner: Holiday sales in the UK...
In the headlines this morning: https://morningporridge.com/stuff-im-watching I got up early to see the Super Blood Wolf Moon this morning. It hung in the western sky, a baleful...
In the headlines this morning: https://morningporridge.com/stuff-im-watching Wow… we passed the middle of the first month of the New Year, and the world hasn’t blown up. Phew…...