January Newsletter | What makes a great investment? Is it important to find a great company at any price or any company at a great price? In this month's newsletter we discuss the relationship between price and value when looking at prospective ... Read more
Why The Big Iron Ore Producers Face The Ultimate Prisoners’ Dilemma
November Newsletter | Why have the big iron ore producers continued to increase supply despite the obvious effect on price? In our latest newsletter we look at game theory for answers and conclude that despite the likelihood of lower profits, the big ... Read more
Is Now A Good Time To Buy Equities?
August Newsletter | Is now a good time to buy equities? It's the number one question asked of finance professionals. In our August newsletter we provide our view on the perennial question all investors would like an answer to. We look at this in the ... Read more
Differentiating Risk From Volatility
July Newsletter | Differentiating risk from volatility. Low volatility has been a feature of financial markets of late. The US market has been particularly benign, with volatility at levels not seen since 2006. The S&P 500 has just gone through ... Read more