Author: Jonathan Davis

One phrase of Professor Paul Samuleson’s that has stuck in my mind for 20 years was his exhortation that investors should always “work the other

The stock market rally since its lows in early March (up 37% as of May 20th) has now exceeded any previous recorded bear market rally

Long term government bond yields look very attractive, according to the managers of the Thames River Capital Global Bond Fund, Paul Thursby and Peter Geikie-Cobb.

This year’s market action has been a perfect advertisement for the Rip van Winkle school of investing: trade little, go to sleep for a year or two, and come back to find that nothing much has changed (FT Column, published May 11th 2009). At the time of writing, both the S&P 500 and the FTSE 100 index are up around 1% for the year. Yet what a ride it has been for those condemned to follow it day to day since the beginning of the year – from falling knife to what may be a runaway bull market in the space of little over two months.