Investment Strategy
The Unchanging Melody of Value: What a 19th-Century Spiritual Teaches Modern Investors
Discover the surprising lessons a 19th-century spiritual holds for modern finance, investing, and the enduring principles of long-term value.
The Alpha in the Unseen: Why Under-Tourism is the Next Value Investing Frontier
Under-tourism is more than a travel trend; it’s a value investing strategy for a new era, offering lessons in finance, economics, and sustainable growth.
The Trump Paradox: Decoding the Threat and Promise for Defense Industry Investors
Trump’s dual approach to the defense industry—promising a spending bonanza while attacking profits—creates a complex paradox for investors.
The Silver Lining Playbook: Why Rising UK Unemployment Isn’t the Bad News You Think
A rising UK unemployment rate isn’t the bad news it seems. An increase in labour supply is a net positive for businesses and the economy.
The Greenland Gambit: Why a Geopolitical Spat in the Arctic Sends Shockwaves Through Global Finance
An analysis of Trump’s Greenland offer and NATO’s silence, exploring the deep implications for geopolitical risk, global finance, and investment strategy.
Germany’s Military Meltdown: A Hidden Risk to the European Economy and Your Portfolio
A scandal in Germany’s elite military unit reveals a deep-seated crisis that threatens its €100bn defense overhaul, posing a hidden risk to the EU economy.
Beyond the Balance Sheet: How Reading Fiction Unlocks Superior Financial Acumen
In a data-driven financial world, reading fiction is not a distraction—it’s a powerful tool for developing the cognitive and emotional skills essential for superior investing.
The Silent Shock: How Energy Poverty is Reshaping the US Economy and Your Investment Portfolio
Soaring energy prices are creating a silent economic shock, pushing families into debt and sending complex signals through financial markets.
FTSE 100 Hits Record High: Is This Your Golden Ticket to Investing, or a Warning Sign?
The FTSE 100 is at a record high. We dissect if now is a strategic entry point for investors or a classic bull trap to be avoided.
The Venezuelan Oil Gambit: A High-Stakes Bet on a Post-Maduro Economy
A potential Trump administration could ease sanctions on Venezuela post-Maduro, creating a high-stakes scenario for oil investors and the global economy.
The ‘1, 2, 4, 8, 16…?’ Puzzle: A Masterclass in Financial Misdirection
A viral math puzzle reveals a critical flaw in financial thinking, showing how simple patterns can mask complex realities and lead investors astray.
Beyond the Racks: A Financial Autopsy of Saks’s Impending Bankruptcy
Iconic luxury retailer Saks faces bankruptcy, a cautionary tale of debt, digital disruption, and the evolving economy. A deep dive for investors and leaders.