An overview of this useful indicator of overall market valuations — The Buffett Indicator is a macro measure you may have heard of before. In simple terms, it measures the ratio of a country’s total stock market capitalization to its Gross Domestic Product (GDP). Warren Buffett popularised the use of the indicator many years ago as a way of understanding high-level…

A fascinating case study of what happens when money printing gets out of control — Hyperinflation. This is a term we see thrown about quite a bit at the moment. Indeed it is becoming part of our everyday lexicon. Take this tweet from Jack Dorsey, the (former) CEO of Twitter. Whilst we are experiencing inflation across the…

Long may the melt-up continue… — If you’ve been paying any attention to the markets, you may have noticed that the S&P 500 has gone higher this year. Quite a bit higher. Indeed, it has been somewhat of a joke across the investment community when a week passes and we fail to see a new high. …

The good, the bad and the “meh”… — As we approach the final days of 2021, I thought it would be useful to take a look back at the performance of various financial markets. 2021 has been a good vintage, no doubt. It has given us a lot of interesting things to talk about. This is by no…

Perfect foresight is certainly profitable — I wrote an article a few weeks ago titled: Why You Should Try To Time The Market. My aim was to provoke and challenge conventional wisdom about market timing. Key findings from my previous article The article was not really a case for why you should try to pick market tops and bottoms. I still don’t…

These won’t guarantee your success, but they will definitely help — You may have the greatest trading system on the planet. But if your psychology is not in the right place, it will at some point mess up your trading. Many people profess the importance of the human mind in trading and investing. …

Nor do we need them to be — Gold versus Bitcoin. A clash of the titans… Or perhaps more apt, a clash of grandma versus her teenage grandson. There are many people out there who like to pit one against the other. Bitcoin is often presented as the new, “digital” form of gold. I have had many people…

Let the stacking begin… — The silver price has taken a bit of a beating of late. From the heady heights of August 2020, when the price touched $30 an ounce, it has since dropped by over 20%. This recent high was driven by the “Silver Squeeze” movement. Which itself got going on the heels…

Challenging a conventional piece of investing wisdom — If you’re an avid investor you will probably have heard the following phrase on several occasions. Time in the market is better than timing the market. In other words, the best advice is to keep your money fully invested and not to try and “time” when you enter and exit. …