Stocks

Don’t Sleep on India

I recently returned from India—and what I saw shocked me. Not because of the poverty, but because of the potential. Beneath the noise and chaos is one of the most overlooked investment stories of our time.

I Was Wrong About Tesla

Peter Navarro says Elon Musk is just a car salesman. I used to think that too—until I realised Tesla’s real business has nothing to do with cars.

Trade Wars: It’s Game On!

Massive new tariffs. Retaliation from China, Canada, and Mexico. Global supply chains under siege. Jim Rickards breaks down what’s really happening beneath the headlines—and how investors should prepare.

What I Learned By Losing Everything — Twice

The lessons I learned from losing 92% of my wealth—and how I’m helping you avoid the same fate.

Blossom Possum was hit on the head by Trump tariffs

Tariffs spooked the market—but history says this might be the perfect time to buy.

Why I gave up on stocks

When the dotcom bubble burst, I lost everything. I could have given up. But instead, I decided to learn. Here's what I did, step by step to escape the stock market carnage and find a different path.

Are Trump’s Tariffs really such a bad idea?

There is only one word obsessing the entire market: “tariffs”. And the fate of certain stocks told the tale of what the market thought about those tariffs. So, are tariffs really all that bad? It is a topic we’ll follow closely in the weeks and months ahead.

Is the World’s Biggest Oil Discovery About to Rewrite the Rules?

A hidden oil reserve larger than Saudi Arabia? The Antarctic Treaty stands in the way - for now. Could political pressure change everything?

Your invitation to the stock market’s free lunch

Can you increase the returns of your investment portfolio, without increasing its risk? Most will tell you it’s impossible. But John Butler did just that.

Mind the gap

Banks were the best performing sector in the FTSE 100 over the past year, outpacing even tech. In my opinion, that was probably way overdone. 2025 may see them give that outperformance back, and possibly more. If history is a guide, they likely will.

Don’t get carried out (on a stretcher)

For decades global stock markets have been driven in part by so-called carry trades. But these can reverse in spectacular fashion. A recent example was the “mini crash” of last August. Is another such reversal brewing?

Anatomy of a crash, part 2

Yesterday, we took a look at a handful of historical stock market crashes, their similarities and differences. Today, we turn our attention to the present. Does the current market set-up suggest the risk of a crash is elevated?

Anatomy of a crash, part 1

Stock market crashes, although rare, are a fact of investing life. They may be different in their specific causes, but they do share similar characteristics. Let’s take a look at a few and see if there are any indications whether another may be imminent.

Everything woke turns to…

After the surge of Brexit and Donald Trump’s first election win, attitudes seemed to shift back towards the left. “Woke” was in, and so therefore was alternative energy. For any business that has one product can you blame it for wanting to diversify? But companies that successfully switch from one area of specialisation to another are few and far between.

Germany moves right. Sort of.

Germany will shift to the right following this weekend’s elections. By how much depends on what coalition the leading CDU is willing or able to form. Any new coalition may be as unstable as the last.

Is the UK stock market dying, and should you care?

What is to become of the UK stock market? If the headlines reflect reality, it doesn’t look good. Is it the end for the LSE – and what does this mean for investors?

Where did all the jobs go?

Recent data revisions suggest the US economy is weaker than previously assumed. Yet it has been carrying the rest of the world. If government spending cuts tip the US into recession, global stock markets will be in for a rude shock. Fortunately, defensive investors have some options.

Vice, vice (investing) baby!

Although some may find it distasteful, companies servicing human vices can provide a profitable and defensive way to invest. Right here in the UK there are some of the world leaders when it comes to profiting from the rather less exemplary aspects of human nature.

Watching your weightings

Highly cyclical sectors have come to dominate stock market cap in recent years, changing the risk characteristics of the market overall. This is particularly true of the US, which is now more dominated by cyclicals than ever.

The Trump recession

President Trump has a reputation as a pro-growth president. But when pro-growth Reagan entered office the economy fell into a recession. The stock market fell too, reaching its lowest valuation for decades. Might history repeat?