Don’t squirrel your money away – be more bullish…

I’m delighted to introduce our new marketing campaign to encourage the UK to invest rather than save and make more of their money.

J M Keynes famously said when the facts change I change my opinion. What do you do sir ?

I think we have reached that point regarding Korea, there are just two many variables in the mix right now to justify holding on to an index position here.

The KOSPI/EWY ETF have both made double digit percentage gains in 2026.
It now seems prudent to bank…[Read more]

One of Britain’s leading engineering and aerospace companies is up by 5.70% after reporting earnings and guidance that beat the market’s expectations. It gilded that lily with news of a £2.50 billion share buyback. The company said that based on its new, more bullish outlook, it now expects to hit its mid term guidance targets two years earl…[Read more]

Somebody asked me why I liked South Korea and have it as my top pick for 2026?

Well there are many reasons but without trying to get overly complicated, this tryptic of images below sets out the case:

Image One highlights the potential profitability of Samsung .

Image Two shows the weightings of Samsung and rival memory chip maker, SK…[Read more]

At the risk of sounding like a one trick pony ALB US are up by +8.40% just ahead of the open today

What takes my eye at a sector level .

Albemarle Corp ALB US added +5.24% on the regular session yesterday and are up by another +5.23% in the US pre market this morning.

As lithium prices continue to rally see the charts below .

Albemarle was very much a momentum stock prior to Xmas and into the New Year, and its posted 3 new ,5-day highs in the last week, when its gained…[Read more]

The S&P 500 Materials sector stocks, ranked by YTD % change.

Can’t help but notice that Albemarle ALB US have sprung back to life in the last 24 hours as Lithium prices rally by +5.74% . Both the stock and the commodity are well below recent highs, but the signs of life are encouraging and I am inclined to watch them closely from here.

You might have thought that in the midst of a reignited trade war (?) and a crisis of conscious about AI and the future of software, that the data centre frenzy might pause for breath, but not a bit of it.

In fact, analysts at Citi have “refreshed ” their Global Data Centre Industry Model to include recent earnings data, and reports from…[Read more]

Bitcoin knocked off the top spot on Bitpanda…

Energy is never far from the news right now, whether its the ever increasing cost of Ed Milibands renewables dream , the seemingly insatiable demand for energy created by AI/ Data centre capex, or the foreign policy of the Trump Whitehouse.

Oil prices are up around +16.0% year to date and there are plenty of bullish signals coming from the…[Read more]

I don’t know if you have checked EWY US the South Korea iShares MSCI ETF recently but you might be quite pleased if you do.

Because they are +3.59% today and by more than 25.0% over the last month .
You may recall that I tipped Korea to out perform the US S&P 500 in 2026 (see the link below).

And though its early days we are of to a good…[Read more]

Allied to those questions about sustainability and renewable energy, here is a link to a very interesting essay on the nature of a business and what it should strive to do ,and who it should try to please? From NYU Stern Business School Professor Aswath…[Read more]

Has the whole renewables energy and sustainability drive been just a sideshow and a colossal waste of time ? looking at his chart and associated comments its hard to think not .

Its a tricky market for fund management companies right now.

At one end of the spectrum we have St James Place which has been disrupted by the emergence of tax and financial planning AI with the stock falling by as much as -13.39%, in a single session 9 days a ago.

At the the other end of the spectrum we have Schroder’s which is the…[Read more]