My notes include some random thoughts on topical issues. I have also updated the Money Makers portfolio and will be reporting on their progress (spoiler alert: pretty much as expected). Stuart Watson's profile this week is of Capital Gearing Trust, the absolute return trust well known to followers of mine over the past few years. It is celebrating the 40th anniversary of Peter Spiller's appointment as manager of the trust this month.
Bill Ackman is still learning For an investor whose personal net worth can be measured in hundreds of millions of dollars, it is encouraging to see that he still...
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Jonathan Davis My notes include some thoughts on topical issues and a practical issue - whether or not you should look to take part in secondary issuance when it comes in the form of a placing at a premium to NAV. The profile this week is of Scottish American, the Baillie Gifford managed trust better known colloquially as SAINTs. The Q and A is with James Hart, the Investment Director of the Witan investment Trust. Happy Easter meanwhile to all subscribers.
Is a recession coming? There was a lot of excitement a few days ago when the yield curve looked like it had inverted, with long term U...
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