Is increasing cash in portfolios sensible right now?
Possibly the best investor of our generation has been building cash for the past 4 years At 95 , Warren Buffet’s Berkshire Hathaway now manages over $1T, and over 1/3 of that is cash, up from 10% in 2022. Mr. Buffet thinks equities are too expensive and he wants to have cash to buy the […]
S&P 500 was on 100 year high valuation on Feb27th
With 2 significant wars raging , the S&P 500 is showing significant resilience falling only 4% . Pre February 28th , the Cape Schiller multiple was 39.7x , the same as the high of 1999 before the dot com bubble burst , is it worth taking some profit as in the past 100 years pre […]
Effects of a higher Oil price
The 1973 Oil crisis where oil rose from $2 per barrel to $4 was a direct result of US / Israel aggression with the neighbouring Arab nations.
6½m new homes are needed in the UK
Stepping up to this challenge, Labour has promised £39b to be spent building 1½m new homes over the next 10 years. Yet, in 2025 only 2,260 council houses
Interest payments on UK debt continue to rise
If this crisis continues, inflation will cause UKG to have to rethink spending or tax increases. Whilst we are told the UK debt pile is manageable.