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Taking a break

Don’t go away if you don’t hear from me next week, I’m taking a week off! Meanwhile, I though I’d leave you with something to read. First, just in case you missed them, the most read stories on the Interactive Investor blog in the last couple of months:

The Great Crash of 2009
The boom must go [...]

Who’s afraid of the big bad bear?

The most popular article I have written for some time was “The Great Crash of 2009“, where I knitted together the ideas of a well known bull, Ken Fisher, and a well known bear, Jeremy Grantham and rather cheekily suggested they were in agreement; that there will be a crash in 2009. The truth is, [...]

12 green questions

To kick off our new Socially Responsible Investing (SRI) centre Interactive Investor would like you to consider a few questions. Please feel free to add your comments at the end and whether you agree or disagree:
1. The effects of climate change are over hyped. It’s part of a natural process and is not a man [...]

We’re all human

One series of articles I follow is the Financial Times’ ‘My Portfolio‘, in which successful private investors John Lee, Kevin Goldstein-Jackson, Nick Louth, and our own Peter Temple take turns to talk about their shareholdings. It’s a more candid, and relaxed affair than your average share tip or investment column.
This week its Kevin Goldstein-Jackson’s turn [...]

Information you can use

What’s the difference between an “Investment Reference” and a dictionary? Being a journalist, I’m constantly checking I’m using the right words. Dictionaries do a good enough job of explaining the meaning of things, but its not always clear how a practicing investor should apply that definition.
Moneyterms, which describes itself as an “Investment Reference”, takes that [...]

Will Bolton spill the beans?

If you think Tony Blair’s retirement is a protracted affair, think again. Compared to Anthony Bolton, Britain’s most celebrated fund manager, he rushed into it. In June 2006 Fidelity announced Mr Bolton was to hand over half of his fund to Jorma Korhonen the following January. Earlier this week it announced he is to hand [...]

Boots v Sainsbury, PE v the Market

The Today programme [Here's the clip, but you'll need to fast forward 13mins or so to get to the right bit] reports on an interesting experiment in high finance that will unfold over the next few years.
Robert Preston points out Alliance Boots and Sainsbury are similar companies charting very different courses. Boots succumbed to private [...]

Chasing 39% profit a year

In February, I reported on Dr Keith Anderson’s research. Keith is a lecturer at the University of Durham who says he’s improved the predictive power of the price earnings (PE) ratio. That’s a bit like a medical doctor claiming he’s found the elexir of youth. Now Keith’s sent me new data, revealing how the six [...]

Tony! Tony! Tony!

The FTSE All-Share has put on 58% since Tony Blair’s first day as Prime Minister on 2 May 1997. Now he’s ‘Out! Out! Out!‘, or he will be in June, there’s much talk about his legacy. We can make some comparisons using a table sent to me by Stephen Eckett, editor of the UK Stock [...]

Not yet partying like it’s 1999

A humourous postscript to last Friday’s speculation on the pending crash of 2009:
To recap. Ken Fisher explained the mechanism driving the bull market to me. Readers demanded more doom. As a stop-gap I dug up a newsletter by Jeremy Grantham that predicted the bursting of a bubble “across all countries and all assets“.
Naturally [...]

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