Week ended Nov 1, 2024: UK autumn budget, earnings, economic data
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
Week ended Oct 25, 2024: yields push higher
Portfolio update: 3Q2024
Three key election issues: immigration, inflation and abortion
Portfolio update: 1H2024
US deficits / debt soar; should you care?
Midweek update: Apple, CPI/FOMC, GME
Is fine wine a good investment?
Portfolio update: 1Q2024
Anti-obesity medications: part 3, valuations of LLY and NVO
Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk
Anti-obesity medications part 1: the market for anti-obesity drugs
Revisiting gold as an asset class
Berkshire Hathaway: 2023 results and the path forward
Revisiting semi-conductors
Enhancing shareholder value
Portfolio update Dec 31, 2023 (4Q23 and FY 2023)
Some investment "thoughts" to start off the new year