Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world-view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.

MOST POPULAR WEEKLY DISPATCHES

5789~|icofont-transport~|icofont-car~|

The Aston Martin IPO - how 007 glamour blinded gullible investors

5789~|icofont-transport~|icofont-rocket-alt-2~|
I was faster: How my e-letter beat the Wall Street Journal
5774~|icofont-chart~|icofont-chart-histogram-alt~|

The day I outed the Rothschilds (and my readers made up to 461%)

5796~|icofont-animal~|icofont-camel-alt~|
Hunting for investment bargains on the Silk Road (part 1)
5799~|icofont-brand~|icofont-brand-mcdonals~|

McDonald's 1,400% resurgence – and what it teaches you about mainstream Zeitgeist

5777~|icofont-emoticon~|icofont-nerd-smile~|
Don't invest in it if they don't call you crazy!
5775~|icofont-travel~|icofont-5-star-hotel~|
A research trip to Monaco - and a trip down memory lane
5773~|icofont-search~|icofont-search-property~|
Invest in what you know – how about Covent Garden?
5799~|icofont-brand~|icofont-brand-ferrari~|
Ferrari – the company, the stock, and my car
5657~|themify~|ti-eye~|
Blogs to Watch (part 1): Lyn Alden
13 investment trends for a new world

13 investment trends for a new world

The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.

read more
Gazprom – is it now or never?

Gazprom – is it now or never?

Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.

read more
Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are 7 reasons why I love his writing.

read more
Is British Airways a 15% p.a. compounder for the 2020s?

Is British Airways a 15% p.a. compounder for the 2020s?

You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.

read more