John and Michael are joined by special guest John Stepek, executive editor of Moneyweek
On this week’s Investability Podcast John and Michael are joined by special guest John Stepek, executive editor of Moneyweek and author of … Read more
John and Michael ask if controversial ‘tech’ company THG can rise from the ashes of a disappointing post-IPO performance
On this week’s podcast John and Michael head over to the US to talk about the divergent … Read more
Russia continues to confuse the markets, and more pain for US tech
Winston Churchill said Russia was “a riddle, wrapped in a mystery, inside an enigma”. The motivations and precise ambitions of Mr Putin are … Read more
Short seller Muddy Waters under investigation, oil slides, and the FOMC minutes surprise no-one
A timid start for equity markets in Europe as investors digest the competing views on the Russian position in Ukraine and the … Read more
Smart moves at the start of trading on Tuesday for European stock markets: After a tepid start the FTSE 100 rose around 1% back above 7,600 as it looked to reclaim some of yesterday’s losses, whilst … Read more
Two trading days in and 2022 is already getting ‘interesting’
I hope everyone had a nice Christmas and NYE, despite yet more strange circumstances. An outbreak of Covid in my extended family meant another year … Read more
Dirty business is everywhere, although perhaps not where you’d expect it
The good thing about not writing an email every day is that I find that I spend less time reading the news, and … Read more
Phil looks at the dangers of story stocks, discusses his portfolios and explains why he thinks UK investors should own overseas shares.
I am changing the format of Quality Shares Weekly from this week. This is to stop it from becoming too long. Going forward, the company analysis that used to be part of it will be published separately on the website.
High jinks at COP26
Apologies for the late email today. I’ve been busy scribbling some thoughts on the once-mighty owner of London property Land Securities, which subscribers can read here. The short summary … Read more
Why Tesla’s surge should remind us to embrace our inner bear
I didn’t want to write about Tesla this week, mainly because everyone else is. But I suppose you can’t really ignore the … Read more
