Buffett is Buying

In volatile times like these, it helps to take a long-term perspective. Warren Buffet (91) and Charlie Munger (98) have seen their share of global crises, commodity price shocks and…

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Resilience in Times of Adversity

This week’s invasion of Ukraine by Russia has thrown major new complexities and uncertainties into the geo-political and macro-economic outlook.  Markets had already been pricing in the possibility of escalating…

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Everything may be OK

“There is a basic investment principle which by and large seems only to be understood by a small minority of successful investors.  This is that once a stock has been…

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Strong Fundamentals

As we wrote back in September, we are amidst an extraordinary transition period, as the global economy attempts to enter a post Covid-19 world. This period is characterised by strong…

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Remember the Big Picture

At J.P. Morgan’s recent third quarter results call, Jamie Dimon, Chairman and CEO, was asked about comments he had made about the supply chain problems easing and what he had…

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Patience required

Transitions are difficult periods.  By definition, they follow periods of clear direction, they can last a long time, and their outcomes are uncertain.  Some of the most impactful transitions unfolding…

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What’s Possible

“I think about all the young kids who will be watching this summer.  No matter what happens, I just hope that their parents, teachers and club managers will turn to…

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