by Robert White | Jun 19, 2020 | Bulletin
When you look at how most businesses are performing, it’s remarkable that the market continues to go up. I’ve been looking at US corporate earnings numbers from one of the go-to data providers, Factset. It studies the revenue companies make and breaks it down to how...
by Robert White | Jun 16, 2020 | Bulletin
In the last three months, we’ve seen the biggest crash in carbon emissions since records began. No war, recession or previous pandemic has had such a dramatic impact as COVID-19 in just a few short months. A study published in the journal Nature Climate Change shows...
by Robert White | Jun 12, 2020 | Bulletin
Wait… I thought the selling was over… that the Fed had our backs… But what’s this? Apparently, Mr Market’s not quite ready to be the one-way ticket investors want him to be. So, yesterday he reminded them who’s boss. An 1,861-point, 6.9% sell-off on the Dow...
by Robert White | May 29, 2020 | Bulletin
The biggest story for investors over the last two years was the US-China trade war. Two superpowers vying for supremacy, with knock-on effects rippling around the world. Still, markets shook it all off… and marched on up, as they had since the April 2009. Then...
by Robert White | May 27, 2020 | Bulletin
Recently I’ve found myself looking at pictures of dangerous pathogens. Many of the pictures were produced by Dr Elizabeth Fischer of the Rocky Mountain Laboratories. Dr Fischer has spent three decades creating images of deadly diseases: from Ebola to HIV and...
by Robert White | May 22, 2020 | Bulletin
I read a thought-provoking piece on risk this week. It was about how a terrible event changed one man’s outlook on life and how he thinks about risk. And it absolutely reinforced something I’ve always known to be true about investing. That is, that you need to...
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