Desert island tips

We must be getting close to the end of one thing… and the start of something else. The thing whose end is nigh is the bubble on Wall Street. As a bubble inflates, the lightest, lowest-quality stocks f

Parents of young children, and pet owners, often start to worry when they have been enjoying an unusually long period of silence. Investors are experiencing a similar sensation. Markets seem calm, wit

Issue of the week: the battle for the ...

A month ago, analysts were predicting that S&P 500 earnings growth for the second quarter would come in at a sluggish 5% year-on-year, says Sam Goldfarb in The Wall Street Journal. The spring period w

After a couple of decades in the doldrums, UK banks have performed well over the past 18 months. The FTSE 350 Banks index is up by 70% since the start of 2024, outperforming both the Nasdaq (up 35%) a

Unquoted assets have already performed strongly over the last decade