by adrian tout | Dec 7, 2024 | S&P500, Trump, Valuations
Words: 2,073 Time: 9 Minutes Business sector now very optimistic on the outlook Why reduced government spending can help ‘unlock’ private investment S&P hits record highs… however it’s very expensive Markets could not be more optimistic...
by adrian tout | Dec 6, 2024 | Charlie Munger, Investing Lessons, Valuations, Warren Buffett
Words: 2,085 Time: 9 Minutes Moats and long-term durability It’s not just what we buy – it’s critical how much we pay Rational thinking starts with thinking probabilistically With markets at record highs – trading at very high valuations...
by adrian tout | Nov 29, 2024 | Asset Allocation, Investing Lessons, S&P500, Valuations, Warren Buffett
Words: 1,645 Time: 7 Minutes Market appears over-valued by several measures Tobin’s Q-Ratio now exceeds the level of the dot.com crash Ways to consider hedging your exposure “The defensive investor should be satisfied with the gains shown on half his portfolio...
by adrian tout | Nov 28, 2024 | Tariffs, Trade, Trump
Words: 1,500 Time: 6 Minutes Tariffs now tied to solving migration, health and security issues Trump will look to leverage (highly lucrative) access to US consumers ECB’s Chief Lagarde recommends Europe “buying more U.S. made goods” Trump’s...
by adrian tout | Nov 24, 2024 | Books, Investing Lessons, Valuations, Warren Buffett
Words: 1,898 Time: 8 Minutes ‘The best book on investing ever written’ – Warren Buffett The most important lessons from all twenty chapters Templates and easy to follow examples anyone can apply Over the 14 years writing this blog – I’ve...
