One of the key aspects of digital investments is the nature of the asset – who runs custody, how is it managed, who proves an asset is what it is, and how can we properly analyse supposed ‘ real asset… Continue reading →
Barclays released the latest edition of their classic tome the Barclays Equity Gilt study last week. I thought I would highlight two key sections. The first is focused on the massive US fiscal and monetary expansion. For the record, I… Continue reading →
Overall, I have been fairly cautious about the real estate investment trust (REIT) sector in the last few months. As we slowly re-emerge from lockdown, I’m not sure how the varying niches within the commercial property market will play out…. Continue reading →
A bunch of interesting insights today about the future of tech investing. First-up fund analysts at Numis report today that CNBC has released its ninth Annual Disruptor 50 list highlighting the private companies coming out of the pandemic with business… Continue reading →
The Sunday Times business writer John Collingridge has an excellent piece in last weekend’s edition article “ What my electric car nightmare taught me about net-zero”. You can read the article here: https://www.thetimes.co.uk/article/what-my-electric-car-nightmare-taught-me-about-net-zero-nhjn7tx00 Here’s my key, practical takeaway: “If you… Continue reading →
A strange smorgasbord today. First up, some speed data from analysts at Barclays who have been diligently watching UK spending trends. They’ve just released spend total signals upto 14 may (not capturing the 17 May reopenings) and the good news… Continue reading →
I have to say that it’s ironic that my most recent column for the Financial Times comes hard on the heels of an aggressive bitcoin sell-off, with $40,000 the new threshold for pricing. My technical friends have already penciled in… Continue reading →
Two quick updates on previous favourite investment ideas. The first is our bullish long-term position on uranium, via AIM-listed Yellow Cake (which I own). Thanks to Ocean Wall for this update from analysts at Canaccord, who have upgraded their price… Continue reading →
A short note today, focused on technical measures and the mining sector. First off gold. I’ve been quietly buying more gold mining equity stocks. Not a lot but a steady amount. I can’t help but think that we quite possibly… Continue reading →
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