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Vol. 4, No. 10 β Hear no evil, speak no evil, own no evil?
The moral and investment case for owning evil stocks; Big tech will continue to eat the world; Bank stocks are finally cheap; An undervalued digitalβ¦
May 10
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Vol. 4, No. 10 β Hear no evil, speak no evil, own no evil?
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Bank on it
Itβs a good time to look for bargains amongst bank stocks. As a whole, theyβre finally cheap
May 10
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Bank on it
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Software is still eating the world
Tech giants have taken over our lives, and the biggest ones will keep getting bigger
May 10
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Software is still eating the world
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Hear no evil, speak no evil, own no evil?
Why people who see themselves as moral value investors should own evil companies
May 10
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Hear no evil, speak no evil, own no evil?
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April 2024
Paying it back
The rich world has been deleveraging. This would usually be bad news, however, some countries have managed to make it look easy
Apr 26
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Paying it back
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Keep calm and carry on
Despite what some pundits reckon, British stocks are too low-growth to be cheap
Apr 26
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Keep calm and carry on
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Vol. 4, No. 9 β Keep calm and carry on
British stocks arenβt cheap; Going short cocoa; Rich countries are deleveraging; Stocks still look a little expensive; Value in financial services
Apr 26
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Is it time to short cocoa?
Itβs probably a sweet time for speculators to punt on falling cocoa prices
Apr 26
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Is it time to short cocoa?
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Hatchet job
Argentina's newish president wants to take a hatchet to inflation. These axe swings will cut inflation, but they'll also kill people.
Apr 12
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Hatchet job
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Iβm being followed by a moonshadow
The solar eclipse this week drove a mini spending boom
Apr 12
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Iβm being followed by a moonshadow
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Playing with matches
Inflation is running hot, hot, hot. But hereβs whatβll happen next.
Apr 12
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Playing with matches
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Vol. 4, No. 8 β Playing with matches
Inflation is running hot; The solar eclipse drove a mini spending boom; Argentina's newish president wants to take a hatchet to inflation; Stocks areβ¦
Apr 12
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Vol. 4, No. 8 β Playing with matches
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