Subscribe
Sign in
Home
News
Articles
Investment ideas
Portfolio
Indicators
Cartoons
Letters
Discussions
Books
Archive
About
Vol. 4, No. 20 — Gains are wonky
A few stocks drive the majority of returns; Britain's Labour Party are acting like Tories in disguise; The Fed's rate cut won't do much to the economy; A market researcher with 67% upside
READ THE LATEST
Finance
View all
Gains are wonky
Simple statistics, nothing else, makes it hard to beat the market.
Sep 27, 2024
Share this post
Valuabl
Gains are wonky
Copy link
Facebook
Email
Notes
More
How America Inc defeated the Fed
The Federal Reserve’s interest rate sword looks dull. Here’s how corporate America insulated itself against higher rates.
Sep 13, 2024
Share this post
Valuabl
How America Inc defeated the Fed
Copy link
Facebook
Email
Notes
More
Mind your large language
OpenAI reckons it’s worth $100bn. Is it?
Aug 30, 2024
Share this post
Valuabl
Mind your large language
Copy link
Facebook
Email
Notes
More
Daily grind
Starbucks brings in Chipotle’s boss to turn things around
Aug 16, 2024
Share this post
Valuabl
Daily grind
Copy link
Facebook
Email
Notes
More
Proceed with caution
Stock prices look frothy. If corporate profits get wobbly, look out below.
Aug 2, 2024
Share this post
Valuabl
Proceed with caution
Copy link
Facebook
Email
Notes
More
Economics
View all
Smooth sailing
The Fed’s rate cut won’t have much of an impact on the economy. Here’s why.
Sep 27, 2024
Share this post
Valuabl
Smooth sailing
Copy link
Facebook
Email
Notes
More
In a fix
Here’s what we can learn from Argentina’s disastrous rent controls.
Sep 13, 2024
Share this post
Valuabl
In a fix
Copy link
Facebook
Email
Notes
More
Up, up, prices are up
Politicians have tried to blame supermarkets for higher grocery bills. But higher costs are the reason, not corporate greed.
Aug 30, 2024
Share this post
Valuabl
Up, up, prices are up
Copy link
Facebook
Email
Notes
More
Pump ‘n dump
The reactions to an interview between two eccentric billionaires has exposed how little most people understand about what drives inflation
Aug 16, 2024
Share this post
Valuabl
Pump ‘n dump
Copy link
Facebook
Email
Notes
More
China’s secret commodity stockpiles
Policymakers in Beijing are worried that a new anti-China US president could strangle their supply routes.
Aug 2, 2024
Share this post
Valuabl
China’s secret commodity stockpiles
Copy link
Facebook
Email
Notes
More
Opinion
View all
Tories in disguise
The Labour Party promised to end Tory sleaze and austerity. But they’ve doubled down on both. And it’s a big mistake.
Sep 27, 2024
Share this post
Valuabl
Tories in disguise
Copy link
Facebook
Email
Notes
More
Read my lips
Does the lipstick effect exist? And what does it tell us about where the economy is headed?
Sep 13, 2024
Share this post
Valuabl
Read my lips
Copy link
Facebook
Email
Notes
More
Much to see about nothing
Warren Buffett’s cash mountain doesn’t tell us much about where markets or the economy will go.
Aug 30, 2024
Share this post
Valuabl
Much to see about nothing
Copy link
Facebook
Email
Notes
More
Gummy bears
This bear market doesn’t have teeth
Aug 16, 2024
Share this post
Valuabl
Gummy bears
Copy link
Facebook
Email
Notes
More
All-in and chill?
It doesn’t make sense to go all-in on a high-leverage version of the Nasdaq index. Here’s why.
Aug 2, 2024
Share this post
Valuabl
All-in and chill?
Copy link
Facebook
Email
Notes
More
News
View all
The world this fortnight
Mira Murati, who led the development of ChatGPT, quit as technology boss of OpenAI, an artificial intelligence (AI) developer.
Sep 27, 2024
Share this post
Valuabl
The world this fortnight
Copy link
Facebook
Email
Notes
More
The world this fortnight
A private crew of four astronauts, led by entrepreneur Jared Isaacman, flew 1,400km (870 miles) above Earth in a capsule built by SpaceX, Elon Musk’s…
Sep 13, 2024
Share this post
Valuabl
The world this fortnight
Copy link
Facebook
Email
Notes
More
The world this fortnight
Nvidia, a chipmaker, reported its quarterly earnings.
Aug 30, 2024
Share this post
Valuabl
The world this fortnight
Copy link
Facebook
Email
Notes
More
The world this fortnight
Starbucks, the world's largest café chain, surprised markets by replacing its current boss, Laxman Narasimhan, with Brian Niccol, who has led Chipotle…
Aug 16, 2024
Share this post
Valuabl
The world this fortnight
Copy link
Facebook
Email
Notes
More
The world this fortnight
A botched software update by CrowdStrike, a cybersecurity firm, on July 19th caused a major IT outage, disrupting businesses worldwide.
Aug 2, 2024
Share this post
Valuabl
The world this fortnight
Copy link
Facebook
Email
Notes
More
Investment ideas
View all
Investment idea — Vol. 4, No. 20
A market researcher with 67% upside
Sep 27, 2024
Share this post
Valuabl
Investment idea — Vol. 4, No. 20
Copy link
Facebook
Email
Notes
More
Investment idea — Vol. 4, No. 19
An Eastern-European food retailer with 61% upside
Sep 13, 2024
Share this post
Valuabl
Investment idea — Vol. 4, No. 19
Copy link
Facebook
Email
Notes
More
Investment idea — Vol. 4, No. 18
A sports fashion retailer with 50% upside
Aug 30, 2024
Share this post
Valuabl
Investment idea — Vol. 4, No. 18
Copy link
Facebook
Email
Notes
More
Investment idea — Vol. 4, No. 17
A housewares firm with 50% upside
Aug 16, 2024
Share this post
Valuabl
Investment idea — Vol. 4, No. 17
Copy link
Facebook
Email
Notes
More
Investment idea — Vol. 4, No. 16
The market has underestimated the firm’s international growth prospects and doesn’t understand the business model.
Aug 2, 2024
Share this post
Valuabl
Investment idea — Vol. 4, No. 16
Copy link
Facebook
Email
Notes
More
Letters
View all
Letters to the editor
On housing, recessions and Alibaba
Sep 27, 2024
Share this post
Valuabl
Letters to the editor
Copy link
Facebook
Email
Notes
More
Letters to the editor
On OpenAI, price gouging and Berkshire
Sep 13, 2024
Share this post
Valuabl
Letters to the editor
Copy link
Facebook
Email
Notes
More
Letters to the editor
On inflation and the bear market
Aug 30, 2024
Share this post
Valuabl
Letters to the editor
Copy link
Facebook
Email
Notes
More
Letters to the editor
On bitcoin, China and leveraged ETFs
Aug 16, 2024
Share this post
Valuabl
Letters to the editor
Copy link
Facebook
Email
Notes
More
Letters to the editor
On Chinese real estate, leveraged ETFs and political division
Aug 2, 2024
Share this post
Valuabl
Letters to the editor
Copy link
Facebook
Email
Notes
More
Cartoons
View all
QuitGPT
"ChatGPT, should I quit as OpenAI's chief technology office or not?"
Sep 27, 2024
Share this post
Valuabl
QuitGPT
Copy link
Facebook
Email
Notes
More
You've been Musked
"That's one small step for man... One giant leap for Musk-kind"
Sep 13, 2024
Share this post
Valuabl
You've been Musked
Copy link
Facebook
Email
Notes
More
Investor relations
"I shouldn't have said that... I should NOT have said that!"
Aug 30, 2024
Share this post
Valuabl
Investor relations
Copy link
Facebook
Email
Notes
More
The daily grind
"I'll take $85m worth of double-mocha-frappuccinos, please."
Aug 16, 2024
Share this post
Valuabl
The daily grind
Copy link
Facebook
Email
Notes
More
Old school
"Thank goodness we hadn't upgraded to Microsoft Windows."
Aug 2, 2024
Share this post
Valuabl
Old school
Copy link
Facebook
Email
Notes
More
Indicators
View all
Economic and financial indicators
Economic data, markets and commodities
Sep 27, 2024
Share this post
Valuabl
Economic and financial indicators
Copy link
Facebook
Email
Notes
More
Cost of capital
Analysis of the ever changing price of money
Sep 27, 2024
Share this post
Valuabl
Cost of capital
Copy link
Facebook
Email
Notes
More
Economic and financial indicators
Economic data, markets and commodities
Sep 13, 2024
Share this post
Valuabl
Economic and financial indicators
Copy link
Facebook
Email
Notes
More
Cost of capital
Analysis of the ever changing price of money
Sep 13, 2024
Share this post
Valuabl
Cost of capital
Copy link
Facebook
Email
Notes
More
Economic and financial indicators
Economic data, markets and commodities
Aug 30, 2024
Share this post
Valuabl
Economic and financial indicators
Copy link
Facebook
Email
Notes
More
Share this publication
valuabl
Valuabl
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
