Investment Report No.80
There is nothing wrong with admitting that you don’t know something. What makes investing so fascinating and sometimes frustrating is not knowing all the answers. Explaining market movements is never simple.
9 minsGold – a store of value
Our aim at Troy has always been to preserve our investors’ hard-earned capital and increase its value in real terms over the long term.
9 minsInvestment Report No. 79
After a very different sort of year in 2022, much of the market was caught off guard in 2023 by a showstopping performance from the share prices of a handful of technology companies.
5 minsInvestment Report No.78
In September, the yield on the 10-year US Treasury bond reached 4.8%, its highest level since 2007. This coincided with, or rather precipitated, weakness across asset classes.
5 minsInvestment Report No.77
We are slowly emerging from a prolonged period of distortion born of zero interest rates.
11 minsFar From the Finishing Post – Kiril Sokoloff (13D Research)
Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving.
42 minsInvestment Report No.76
Mixed Messages The past few weeks are confirmation, if any was needed, that there are consequences of rapidly…
11 minsSpecial Paper No.11
Discount Control Mechanisms Keeping Control The discount is voluntary Robin Angus, Director of Personal Assets Trust 1984-2020 With…
15 minsInvestment Report No.75
A down year “Sell when you can; you are not for all markets.” As You Like It, William…
11 minsInvestment Report No.74
T.I.N.A. R.I.P. If the old, and tried, and safe investments no longer yield their accustomed returns, we must…
11 mins