The Times They Are A-Changin’: Big Fucks Small
“The party blessed me with its future And I protect it with fire” The term Big Fucks Small is often used in this, and past columns, to highlight how our…
Beating Inflation since 2011: Dunedin Income Growth
DIG has raised its dividend every year since 2011, beating inflation…by Josef Licsauer Overview Dunedin Income Growth Investment Trust (DIG) is managed by Ben Ritchie and Rebecca Maclean, whose process…
Picks, shovels and bubbles
In which we ask, where are all the original picks and shovels companies now?…by Alan Ray Every now and then an example of Levi Strauss’s original workwear from the nineteenth…
The Times They Are A-Changin’: The Shape of Water
“When times get rough And friends just can’t be found,” I borrowed this title from Andrea Camilleri, whose first Inspector Montalbano novel used this term in reference to a philosophical…
Markets pricing Bessent’s Iran warning as noise
The markets are mispricing four key factors as US Treasury Secretary Scott Bessent vows to use economic tactics on Iran “that have never been seen”, affirms the CEO of one…
S&P 500 hits record as tech rallies but hot and sticky summer inflation could yet see Sep rate hike
S&P 500 hits record as tech rallies but hot and sticky summer inflation could yet see Sep rate hike …from Saxo UK Investor Strategist, Neil Wilson Fresh records: The S&P…
Expert Comment: Ranmore’s Sean Peche reacts to Intuit AI expansion
Sean Peche, Founder and Portfolio Manager at the global equity investment firm Ranmore Fund Management, comments following today’s news that Intuit is expanding its AI capabilities across QuickBooks and its…
Comment on today’s GDP figures
A comment on the GDP figures by Andrew Phillips, Managing Director of V12 Retail Finance Limited. Andrew comments: “The latest GDP figures reinforce the picture we have been seeing across…
Is Anthropic’s $2tn bet Wall Street’s riskiest gamble of the year?
Anthropic investors betting on a $2tn valuation in a record IPO are betting on a market that’s already jittery, affirms the CEO of one of the world’s largest independent financial…
Record earnings are masking the market’s biggest risk
Claims this week that this is the strongest corporate earnings environment in history, with barely a case for caution, are being directly challenged by the CEO of one of the…