25 Years of British Banking
The Financial Times published a piece on European banks. What struck me was the positive headline, something I haven’t
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Bonds Back in Decline
Trade in Soda; An uptrend is a series of higher highs and higher lows. In contrast, a downtrend is a
Asset Managers
Trade in Whisky; I joined the asset management business in April 1998, a time when asset management stocks were riding
The Opportunity in Airlines
Trade in Whisky; In this issue, I am going to look at the airline sector, where we are witnessing a
Investment Trust Buybacks Accelerate
Trade in Soda; Many of my recent recommendations in Soda have focused more on the discount to net asset value
Cisco Then, NVIDIA Now
In a quick turn of events, the S&P 500 just made an all-time high, driven by the large