Rob MarstrandThe World, 50 years from nowA couple of weeks ago, I sat down for a game of Risk, something I haven’t done since university. Risk is a board game, where players build…May 11, 2018May 11, 2018
Rob MarstrandIt’s time to sell Russian stocksThe confrontation between NATO allies and Russia is escalating fast. Russian stocks are highly attractive on a financial basis. But…Apr 10, 2018Apr 10, 2018
Rob MarstrandShould you buy South African stocks?South African stocks intrigue me. That’s because the country has had the world’s best performing stock market over the ultra-long run. A…Apr 3, 2018Apr 3, 2018
Rob MarstrandA decade on: Europe’s huge bad debt problemThe global financial crisis (GFC) got rolling in 2007, and the financial sky had caved in by late 2008. You’d be forgiven for thinking…Apr 3, 2018Apr 3, 2018
Rob MarstrandAs bonds and stocks fall, what’s gone up?After a sleepy 2017, stock volatility is back in 2018. But, so far this year, long-dated US treasury bonds have failed to provide an offset…Apr 3, 2018Apr 3, 2018
Rob MarstrandWho wins the race: the investing tortoise or the trading hare?You’ve probably heard Aesop’s famous fable about the tortoise and the hare. A tortoise challenges a hare to a race. The hare thinks he has…Mar 23, 2018Mar 23, 2018
Rob MarstrandIs deflation a bigger risk than inflation?Consumer price inflation (CPI) has scraped itself off the floor in the past couple of years. In the face of tiny or negative real rates…Mar 20, 2018Mar 20, 2018
Rob MarstrandMexico, is it worth it?This week I’m in Mexico City. Mexican stocks have underperformed emerging markets over the past decade. But they don’t look cheap…Mar 18, 2018Mar 18, 2018
Rob MarstrandWill rising rates pop the world’s housing bubbles?Almost 10 years ago, in May 2008, I sold my apartment in London before emigrating to Argentina. That was at the top of the housing market…Mar 6, 2018Mar 6, 2018
Rob MarstrandThe “double compounding” power of stocks“Stocks for the long run” may be an investment cliché. But, assuming the purpose of investing is to make a profit, it’s also an investment…Mar 2, 2018Mar 2, 2018