by adrian tout | Sep 13, 2025 | Fed Reserve, Valuations
Words: 1,162 Time: 6 Minutes A hawkish cut from the Fed Rates likely to come down – but very slowly David Tepper exercises caution As a long-term investor – the current environment requires that we balance two things: Impact on stocks on the expected rate... by adrian tout | Sep 10, 2025 | Macro / Economy, Recession
Words: 1,477 Time: 6 Minutes The largest downward revisions to jobs on record JP Morgan CEO says the economy has slowed ~31% gain in the S&P 500 over 5 months is irrational Earlier this week I talked to the continued (sharp) weakness we’re seeing in the US... by adrian tout | Sep 8, 2025 | Employment, Fed Reserve, Interest Rates / Bonds
Words: 1,065 Time: 5 Minutes Be careful what you wish for The sharply weaker trend in jobs raises concerns Despite the risks – fund managers see the Fed as a panacea History has shown that stock markets generally perform well when centrals banks start an easing... by adrian tout | Aug 31, 2025 | Investing Lessons, Warren Buffett
Words: 2,576 Time: 10 Minutes A framework to help when deciding to sell How Buffett chooses to sell (including examples) A new chapter in my journey… leaving Google With the S&P 500 trading close to record highs – with valuations not seen in decades... by adrian tout | Aug 21, 2025 | Asset Allocation, Investing Lessons
Words: 1,412 Time: 8 Minutes A study covering 464 companies which produced 10x plus returns Valuation, size, cash generation, and disciplined investment are key Avoid investing with the herd; focusing less on earnings and revenue growth This week I shared investing...