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Investors were cheered by rate cuts, but we wouldn’t get too excited…
Investors should consider shifting their focus to ‘old economy’ stocks rather than technology
The last 50 years have been kind to investors in real terms. Everything made money: equities, bonds, property and gold. All investors had to remember was not to buy high and sell low. But that hasn’t
Investors have a lot to think about as the president’s policies gather momentum
“I know chair Powell,” says US Treasury secretary Scott Bessent. “His term ends in May [2026]. If he wants to see that through, I think he should. If he wants to leave early, I think he should.” Besse
Investors may reappraise the TINA trade
When a president uses his office to launch a cryptocurrency, it is clear that his modus operandi is to part people from their money. Apply this analysis to the global stage, tune out the furore over h