This month, I will be passing on my thoughts on investing in Emerging Markets in the Trumpian world. Introductory Remarks Most readers will know that the classification by the UK Investment Association of the Emerging Markets sector results in it incorporating funds that have very significant … More > about Deep Dive – February 2026
Main Content
Caution – potential ‘Black Swan’
Possibly only visible to a skilled ornithologist with the best of binoculars, there is not so far offshore a black swan detected. To cut to the chase, as they say (although I personally deplore the hunting of birds), the potential significant, even catastrophic risk for investors is changes in … more> about Caution – potential ‘Black Swan’
Mid-Month Musings
As I explained in my email at the end of last year, my plan for 2026 is to post a detailed Deep Dive article as previously at the start of the month and then add another post, which will be of whatever content I think might be useful to readers, in the middle of the month. As always, I can research … more> about Mid-Month Musings
Email issues – an update
I probably was being paranoid when I posted about possible hacking, but the problem now being properly identified means that unless you happened to look at the web site, you won't have noticed my post anyway! The normal notifications to subscribers by email that I had added a post were rejected … more> about Email issues – an update
IMPORTANT – Beware of spoof emails
I have just become aware that possibly someone is sending emails spoofing my Wordpress account and suggesting I have issued a new password. I am not sure how widespread this is, because I only became aware of it when one user's email host rejected the fake message and I got notified. Note that … more> about IMPORTANT – Beware of spoof emails
Deep Dive – January 2026
This new year I will take a classical approach and do the look back and look forward that underlies the naming of the month. I usually read what I wrote a year ago at the start of any new cycle but I note that I deferred offering a full opinion on the impact of Trump’s election until after his … more> about Deep Dive – January 2026