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.


Don't invest in it if they don't call you crazy!

13 investment trends for a new world

The world's best investors (3-part series)

Time to "short" coronavirus vaccines?

Capital controls - a return to the 1970s?

Investing in Poland (3-part series)

A new oil boom in the Falkland Islands

Venezuela - a multi-bagger recovery play?

European bank stocks - a surprise winner of higher interest rates

Pinelawn Cemetery - making a fortune from "land share certificates"

Is this stock like Amazon in 1997?

If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.

read more

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 – 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

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

read more

Subscribe to my news

  • Get your weekly dose of investment inspiration - and my FREE eBook "The world's best investing blogs".
  • You can unsubscribe at any time. I'll treat your data with respect, see my Privacy Policy for details.
  • This field is for validation purposes and should be left unchanged.

FREE eBook

The world's best investing blogs


Most recent

Latest reports (for Members only)

Transformation ahead for this UK high-street retailer

Transformation ahead for this UK high-street retailer

The most profitable player in its sector should soon be re-rated as a tech company with significant global growth potential. In 12-18 months, its stock could trade 40-50% higher.

Robotics stock with massive upside

Robotics stock with massive upside

One of the world's best long-term investors just invested a triple-digit million amount in this company, hovering up stock around its current price level.

An asymmetric opportunity – and it's a bank!

An asymmetric opportunity – and it's a bank!

European bank stocks may not be a popular choice. With a "bonus asset" valued at zero but potentially worth nine digits, this bank should be of interest, though.