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Trade in Whisky; It is no great surprise that I am finding good value in the UK and Europe, more so than in the US. This chart says it all. I have seen most charts at some point, but never this one before. It cleverly estimates how exposed foreigners are

Trade in Whisky; It is time to re-examine index-linked bonds because once we are sure that prices have settled, there is no better risk-free investment out there. Investors receive a return that is backed by the government, compensates for inflation and more. Nothing else does that for certain. I will

If a company is debt-free and can produce a profit, it’s unusual to go bust, but it is still possible. I have never been a fan of highly indebted companies and have generally steered clear of them for the simple reason they can go bust without notice. Yet the

There are a growing number of investment trusts trading on unusually wide discounts, and some of these will be great opportunities. Yet that probably won’t always be the case as some are inevitably troubled. The sector is going through a period of disruption, and it will be the survival

Trade in Whisky; The Money Map helps us understand what types of asset work best in different environments. If you can predict where inflation and bond yields are headed, which isn’t always easy, then the Money Map tells you where to invest. And more importantly, where not to invest.

Trade in Soda; One of the mysteries of 2023 is why it is taking so long for the economy to slow following the aggressive monetary tightening. We have discussed this from various angles, but the Goldman Sachs US Financial Conditions Index caught my attention. It shows how conditions have tightened