Author: James Balfour, CFA

The American Dream is a promise every president seeks to make to Americans: rising prosperity and the economic stability that… Read more

Over the second quarter, the Fund appreciated 8.23% as the market recovered after the initial impact of the Iran war… Read more

Warren Buffett’s investment approach delivered a steady compounding beast, generating over 10% return on average over the last 25 years. … Read more

Operation Epic Fury, launched on 28th February in Iran, has already toppled the Iranian regime. Ayatollah Ali Khamenei was killed… Read more

Gold is the ultimate risk-off asset, if the global financial system was to completely fail then it should retain its… Read more

Unfortunately, the only ‘Blockbuster’ term being thrown about in the competitive bidding for Warner Bros Discovery is about the size. … Read more

Any economy is always striving for full employment and limited price inflation; the reality typically is that these two forces… Read more

The power that the US President wields over financial markets has become abundantly clear since the start of President Trump’s… Read more

VIX. Vega. Volatility.  All these various measures of changeability have been spiking over the last fortnight.  We have yet to… Read more

Throughout President Trump’s election campaign, he was clear that his second term would involve the use of tariffs.  It was… Read more