Recently I came across an old piece I wrote, about four years ago, which today seems more apt than ever. It’s about the long-term consequences of near-zero interest rates,
As I’ve written before, one of the core attractions of investing in less developed markets around the world is that they still inhabit a normal universe where interest rates are positive,
This morning, I got an interesting question from a reader. Referring to one of my past stock recommendations, Karoon Energy (KAR on the ASX), he asked if he should sell because he was down 50%.
Sometimes you come across a market situation that makes NO SENSE… where companies are reporting significant increases in profits, yet their shares prices are low, and investors continue to sell them.
One of my great passions, besides investing in stocks is buying and drinking fine and rare wines. I’ve been doing it for nearly ten years.




