Healthcare and Discounted Private Equity
Trades in Soda and Whisky; Last week, I touched on contrarian quality. To remind you, Quality stocks have resilient earnings
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Contrarian Quality
Last week, I highlighted the Quality comeback. The downward pressure on interest rate sensitive investments would ease, and opportunities would
Equities
Flash Note; The market reaction in both the UK and US to the lower inflation data is notable, and I
Focus on Quality
Trades in Whisky and Soda; With financial markets stabilizing, I am adding two new investments to the portfolios. It is
Peak Rates and the Yen
Trade in Soda; Last week, the central banks signalled that the interest rates have peaked. That doesn’t mean we
Market Dislikes the Long-Term
We live in an era of divergences, and the collapse of the bond market is behind it. Perhaps not just