Hands up anyone who thinks that the conclusion of the Biden-Xi meeting in San Francisco has sounded an all-clear for…
Browsing: Kuo’s Smart Take
I am bemused by why the market gets so fixated about central banks’ interest-rate decisions. It strikes me as a…
Bonds or inflation-beating assets with pricing power?
We might not be able to control inflation but we can do something about protecting the money that we have saved.
I’ve heard the term “stagflation” mentioned a few times in recent weeks. It is such a strange concept. It means…
The much-anticipated US inflation numbers provided few, if any, clues about the future direction of interest rates. If anything, the…
We can easily lose sight of why we are investing, when the messages in the market are so mixed. But it is imperative to focus on our goals.
It’s time to pay close attention to companies with pricing power.
We need to focus on cash and cash flow.
Income investing could be a welcome panacea in these uncertain times.
It seems as though the bears have gone into hibernation and the bulls are now in charge. According to market…
If it’s not one thing then it is always going to be something else. The market is never satisfied unless…
A shortage of available credit could do considerably more damage than a high cost of borrowing ever could.
It is worrying when someone as erudite as the chief economist of the Bank of England warns that Brits need…
I wonder what King Solomon would choose if he was faced with the prospects of recession and inflation. The wise…
The term “systemic” is thrown around with gay abandon these days. Everything, it seems, can somehow be classified as systemic.…
Something is bound to break when the Federal Reserve is ratcheting up interest rates as quickly as it has been…
Warren Buffett had a lot to say in his latest annual letter to shareholders. As usual, he was as blunt…
Are we in a bull market or have the bears got the upper hand? It’s kind of hard to tell.…
If you thought that the last couple of years has been tough, then in the words of the famous 1974…