This is the original text of my latest FT column which appeared today. Because of space constraints, sometimes the column has to be cut to
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An Important Technical Signal
You may not have read much about it so far, but last week saw an important technical signal in the behaviour of Wall Street which
More Thoughts from Crispin Odey
This is an extract from Crispin Odey’s 2008 Annual Report. The hedge fund manager had an excellent year and is of the school that inflation
Andrew Smithers: Equities are Good Value!
Those of us who have been following the work of the independent market analyst Andrew Smithers for many years (and my experience goes back more
John Kay: Why The Customers Have No Yachts
Having dissected the way that markets work, and before that how companies should, in his latest book the economist John Kay has turned his laser-like
Sandy Nairn’s case for buying equities
Sandy Nairn, the CEO of Edinburgh Partners, is a value investor who spent 10 years learning his craft working for Sir John Templeton. When I