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Vol. 4, No. 8 — 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 are…
Apr 12
March 2024
Vol. 4, No. 7 — The human touch
Artificial intelligence won't replace creatives; The good side of financial bubbles; Trump Media is an overvalued load of SPAC; Traders are incredibly…
Mar 29
Vol. 4, No. 6 — Tick-tock for TikTok
Banning a Chinese social media app; Rents and inflation will fall; The market is overvalued but keeps going up; Value in digital signature software
Mar 15
Vol. 4, No. 5 — r/IPO
What you need to know about Reddit's IPO; Australian iron ore miners needn't worry about China's housing collapse; Markets look a bit frothy; Value in…
Mar 1
February 2024
Vol. 4, No. 4 — Owning the world
The Norwegian sovereign wealth fund; Uber’s shares aren’t cheap; The American consumer is strong; The S&P 500 should correct soon; Value in groceries.
Feb 16
Vol. 4, No. 3 — No headroom for headsets
Apple has released a new device, and investors are hyped; Markets are probably wrong again about the path interest rates will take; Jamie Dimon is one…
Feb 2
January 2024
Vol. 4, No. 2 — Winging it
Boeing’s stock price is in a nosedive, but isn't cheap; Here's why the British economy is stuck in the mud; A spike in shipping costs won’t cause…
Jan 19
Vol. 4, No. 1 — The long and short of it
The year in review; Explaining why rate hikes are regressive; Italian stocks look cheap; Why stocks do best in January and July; The S&P 500 drops…
Jan 5
December 2023
Vol. 3, No. 25 — Taming the dragon
Chinese de-leveraging; Mastercard shares aren’t cheap; American house prices won't fall until rates do; Expected returns on stocks are attractive; Value…
Dec 8, 2023
November 2023
Vol. 3, No. 24 — Book me in
Low price-to-book stocks have outperformed the market; The American economy continues to defy doomsters; The global real estate downturn has shown up in…
Nov 24, 2023
Vol. 3, No. 23 — Mortgage: Impossible
Homeownership is out of reach for the average American family; The implied return on stocks is at a multi-decade high; Real estate losses and outflows…
Nov 10, 2023
October 2023
Vol. 3, No. 22 — The Everything Portfolio
Analysing over a century's worth of return data; Ophelia, the prostitute in Trading Places, was surprisingly rich; Doomsayers have gone quiet because…
Oct 27, 2023
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