Category: Business

Capability Brown

My brother continues to enhance and extend the gardens at Barmeath. There is a new summer house in the walled garden, new beds and paths and a maze. He is a latter day Capability Brown.

Japan

The Japanese economy has been stagnant for the last thirty years. The Nikei 225 index was briefly above 38,000 in 1989; today it is about 20,000. Unsurprisingly my previous forays into Japanese stocks have not ended well. However, when I wrote recently about Emerging Markets a reader commented that Japan was worth a look too.

Blue City

Friends have just come back from Jodhpur, known as the Blue City. Another Blue City is Chefchaouen in Morocco. As you know, things often come in threes and the third Blue City is closer to home.

Monetary Union

My first impression of James Agate’s diaries was that they are a bit dry but as I get to know the recurring characters I am enjoying Ego 2 enormously. Now I want to tell you about four things that happened last weekend.

Playing My Song

Jason Butler in FT Money last Saturday is playing my song. His article concludes: Market signs are telling UK investors that opportunity remains for diversification into the growing world beyond the borders. I am trying to position myself for a downward correction in equities. Safety plays are bonds, gold and emerging markets. If, like me,… Continue reading Playing My Song

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North Atlantic Drift

In March 2016 I wrote a post about North Atlantic Smaller Companies investment trust, A Matter of Trust. A year later I have bought some shares and I will tell you why.

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In the Papers

Two stories in The Times on Monday; NHS seeks £10bn cash boost from hedge funds and Gulls in danger as thieves steal eggs for restaurant kitchens.

A Golden Goose

North Sea oil, not much left and we don’t even have a Sovereign Wealth Fund to show for it. Up to a point, Lord Copper.

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Infinite Turbos

David Stevenson’s Adventurous Investor column in FT Money is always interesting and often useful. Last weekend he was worrying that equities might be getting over-valued.

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