The main market event in February has been the decline in software and professional service companies amid concern that their business models will be disrupted by Artificial Intelligence (AI), perh…

2025 was a turbulent year that worked out well in the end. It began with a new Trump presidency, escalated to Liberation Day tariffs, became moderated by TACO negotiation and ended near fearful all…

Building a Compounding Machine: Part Two

After 3 months of endless kite flying, the UK budget was not as bad as many feared. But to paraphrase fellow private investor ‘topvest’, it will undoubtedly hinder the nation’s prosperity as we fol…

Building a Compounding Machine: Part One

How to Compound Returns on Autopilot

In Pursuit of Financial Independence. Click to read The Compounding Machine, by Simon, a Substack publication. Launched 3 days ago.

YouTube video by Generating Alpha

Making sense of London’s latest blue-chip stock

It seems as though this year’s summer malaise could prove to be the calm before the storm, on both a UK and global level. In the UK we are faced with what might prove to be a sovereign debt crisis …

Having filled an imaginary black hole with an increase to Employers’ National Insurance contributions, the addition of VAT on private school fees and the means testing of the winter fuel allowance,…

Who names a piece of legislation, The One Big Beautiful Bill? I’ll give you one guess and no, it’s not little Jackie from the kindergarten. It is of course the Trump administration’s budget reconci…

May started well with an agreement between the US and China to suspend most of the reciprocal tariffs so that more in-depth negotiations could take place. At one point during the month President Tr…

Warren Buffett once famously said, “Only when the tide goes out do you discover who has been swimming naked”. He was of course referring to the risks associated with leverage and last week presente…

In my annual review I wrote that “Trump 2.0 brings unpredictability and volatility.” While that might be true, things are unfolding in ways many people, myself included, had not imagined. From a di…

For reasons I shall not trouble you with, I am time poor at the moment and therefore, this is an abbreviated version of Share Watch for February. Company News News this month came from Warpaint (W7…

I am sure most readers are familiar with Aesop’s fable about the shepherd boy who cried wolf. For anyone not familiar with the tale I asked Grok to help me out. Let’s talk about Gold I hate gold. I…

The start of 2025 has been like an episode of The Golden Shot – left a bit, right a bit, up a bit, down a bit, fire! Readers of a certain age will get the reference and if you are too young to reme…

It has been a funny old year. The bull was in fine fettle for the first six months of 2024 with my Compound Growth & Income portfolio (CGI) delivering a return of 16% by the halfway stage. The …

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” – Albert Einstein Introduction As regular readers of this site will kn…

Trump 2.0 I am not American and therefore, will not express a political view on the result of the American election. However, it is likely to have a meaningful effect on markets over the next four …

As the saying goes, you can put lipstick on a pig but at the end of the day, it is still a pig. And so it was that Rachel from accounts tried to dress up a massive tax and spend budget as investing…

My usual approach to budgets is to ignore the rumours until the facts are known and then decide if any action is required on my part. However, Rachel Reeves’ first budget as Chancellor feels like i…

Warpaint London Achieves 75% Profit Surge and Expands Market Reach (VIDEO)

In truth I have spent more time during August focused on my Fantasy Premier League team than I have my investment portfolio. As I recall there was a bit of a selloff earlier in the month from which my...

YouTube video by Investor Meet Company

Despite the best efforts of our government and the Bank of England, corporate UK actually seems to be performing pretty well. I could probably spend a whole article unpicking that sentence but for now...