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Apr 23, 2025
Back in December, I wrote a piece expressing concerns about the ubiquity and strength of the “US exceptionalism” narrative.
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Apr 9, 2025
Bear markets bring about increased risk but perhaps not in the way we might think. Sharp declines in equity markets create incredibly high levels of behavioural risk.
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Apr 8, 2025
When equity markets are rising it is really easy to stick with the key principles required to be a successful long-term investor; unfortunately, it gets far harder when they start to...
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Apr 4, 2025
For anyone interested in investor behaviour, extremes matter.
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Mar 26, 2025
Earnings by themselves don't tell the whole story.
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Mar 19, 2025
You can't have one without the other.
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Mar 12, 2025
We were wrong then but we'll be right this time. Um, no.
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Mar 5, 2025
At the 1998 shareholder meeting for Berkshire Hathaway, Warren Buffett said: “We try to think about two things: things that are important and things that are...
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Feb 20, 2025
Humans hate uncertainty.
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Feb 12, 2025
One of the key challenges faced by investors aiming to generate long-term returns with a diversified portfolio is ‘line-item thinking’.
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Jan 29, 2025
Most of the issues that dominate the day to day news flow doesn't matter for investors.
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Jan 23, 2025
Investing is hard, and for many reasons.
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Jan 16, 2025
There has never been a better time to be an investor. We have unprecedented choice, transparency and control. There has also never been a worse time to be an investor. We have...
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Jan 10, 2025
As you may have gathered by now, I am a little sceptical of financial market forecasts. That does not mean, however, that the formation of expectations is not a fascinating...
Apr 23, 2025Back in December, I wrote a piece expressing concerns about the ubiquity and strength of the “US exceptionalism” narrative.
Apr 9, 2025Bear markets bring about increased risk but perhaps not in the way we might think. Sharp declines in equity markets create incredibly high levels of behavioural risk. 
Apr 8, 2025When equity markets are rising it is really easy to stick with the key principles required to be a successful long-term investor; unfortunately, it gets far harder when they start to...
Apr 4, 2025For anyone interested in investor behaviour, extremes matter. 
Mar 26, 2025Earnings by themselves don't tell the whole story.
Mar 19, 2025You can't have one without the other.
Mar 12, 2025We were wrong then but we'll be right this time. Um, no.
Mar 5, 2025At the 1998 shareholder meeting for Berkshire Hathaway, Warren Buffett said: “We try to think about two things: things that are important and things that are...
Feb 20, 2025Humans hate uncertainty. 
Feb 12, 2025One of the key challenges faced by investors aiming to generate long-term returns with a diversified portfolio is ‘line-item thinking’. 
Jan 29, 2025Most of the issues that dominate the day to day news flow doesn't matter for investors. 
Jan 23, 2025Investing is hard, and for many reasons.
Jan 16, 2025There has never been a better time to be an investor. We have unprecedented choice, transparency and control. There has also never been a worse time to be an investor. We have...