Editor's letter
Latest
-
A contrarian take on ESG investing: buy coal
Editor's letter The best way to take advantage of today’s ESG and clean energy enthusiasm is not to invest in the clean energy stocks everyone loves, says Merryn Somerset Webb, but in the old, dirty ones.
By Merryn Somerset Webb Published
Editor's letter -
Are you prepared to have your savings put into compulsory “recovery bonds”?
Editor's letter The pandemic has put a huge hole in public finances – while bolstering many of the country's savings. Could one be used to bail out the other? Merryn Somerset Webb ponders the possibilities.
By Merryn Somerset Webb Published
Editor's letter -
How the GameStop squeeze put the fun back into markets
Editor's letter One of the fun things about Reddit’s pursuit of GameStop short sellers it is the way it allows everyone to see what they want to see, says Merryn Somerset Webb.
By Merryn Somerset Webb Published
Editor's letter -
Bubbles are all different – and all the same
Editor's letter No matter what you’ve got a bubble in, their structure is always the same, says Merryn Somerset Webb. Right now, we’re in the “mania” phase.
By Merryn Somerset Webb Published
Editor's letter -
Why bonds may not be the safe haven they once were
Editor's letter “De-risking” by shifting your portfolio into bonds used to make sense. But not so much any more, says Merryn Somerset Webb. So what should you do instead?
By Merryn Somerset Webb Published
Editor's letter -
US stocks are obviously in a bubble. But is it a rational bubble?
Editor's letter Everyone wants to know if the US stockmarket is in a bubble. But that is the wrong question, says Merryn Somerset Webb. Of course it’s a bubble. The real question is: is it a rational one?
By Merryn Somerset Webb Published
Editor's letter -
If this is a bubble, what’s going to prick it?
Editor's letter The US stockmarket crash might not come this year. But all indicators say it will happen at some point.
By Merryn Somerset Webb Published
Editor's letter -
Get ready to say “hello” to inflation
Editor's letter With the collapse of both supply and demand, this was no ordinary recession. But as the world returns to normal, supply will remain subdued as demand explodes. That can only mean one thing, says Merryn Somerset Webb: inflation.
By Merryn Somerset Webb Published
Editor's letter -
Behind Covid's very dark clouds, we can see a few silver linings
Editor's letter The Cover-19 pandemic has devastated communities and the global economy. But with the vaccine about to bring an end to the worst, Merryn Somerset Webb looks for the positives.
By Merryn Somerset Webb Published
Editor's letter