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...
by adrian tout | Nov 23, 2024 | Forecasting, S&P500
Words: 1,115 Time: 5 Minutes Persistent issues with forecasting Projection vs Reality The need for more adaptive intertemporal thinking Once again, it’s that time of year. Investment houses are set to release their forecasts for the upcoming year. Why they...
by adrian tout | Nov 20, 2024 | Uncategorized
Words: 1,869 Time: 8 Minutes Post-pandemic consumer resilience Political risks and tariffs Government spending cuts – what’s the impact? The post-pandemic resilience of the American consumer continues to show strength. Recent retail sales data indicates...
by adrian tout | Nov 15, 2024 | Inflation, S&P500, US 10-Year Yield, Valuations
Words:1,888 Time: 8 Minutes Measuring fund manager post-election sentiment Are we seeing inflation concerns under Trump 2.0? Valuation challenges and investing strategy thoughts Markets are notoriously fickle. It made this point here – suggesting traders would...
