Culture Luck plays a part in investing but there is also a theory that you make your luck. Both K3Capital and Dart …
Jeremy has deep experience in the UK Specialist Financials sector through over 30 years experience as a small cap fund manager and broker. Jeremy likes to take a top-down approach to his writing, looking at economic and market trends and then drilling down into opportunities for investors.
I have a view that institutional brokers are in decline because they have lost “placing power” as investors are taking control of their own finances. So ultimately placing power will revert to those that own the retail flow (as was the case 80 years ago when my forbears were stock broking) which puts Private Investors using software like SharePad and ShareScope in a great position!
Culture Luck plays a part in investing but there is also a theory that you make your luck. Both K3Capital and Dart …
The Roaring 20’s Nothing quite starts a new decade as reassuringly as Greggs Vegan Steak Bake causing late night queuing in Newcastle. …
Change Alley Suggesting that Scrooge’s drive and self-discipline was something we should aspire to didn’t go down well with my millennial children. …
Lessons for 2020 It has been rather enjoyable as the year draws to a close. The Boris Bounce was a pleasant experience …
The Golden Era of Small Caps The fear was palpable last Thursday as I sat in a broking office. The millennials queuing …
The Volatility Reduction Trade The gating of M&G’s property fund caused the press to become excitable last week. The Questor column in …
Shrinking Markets The liquidation of Nautilus Minerals caught my eye last week. This was a company which was to be one of …
Superstocks I have been living with value stock affliction for some time. It can be irritating particularly when the wind is blowing …
What Goes Around…. It is clear the technology growth bubble is now starting to unwind but the difficult question is where to …
The Cult of Equities Each week that passes my excitement is building. Value is coming back. I have felt like a fish …
Profiting from Folly and Disaster Old fashioned companies such as TP ICAP have started putting strong trading statement out which is strange …
Sticking to our guns Investing can be lonely. Buying stocks in a downturn can be hard – we don’t know if we …
A New Era Dawns Often it is easy to be so pre-occupied with the present that we miss the elephant quietly sauntering …
Forex There are reasons to be gloomy just now. As I walked past Westminster last week the protester carrying an anti-Brexit placard …
Special Situations At times like this it is easy to make mistakes. I confess to being bored of my stocks. They haven’t …