Value Is Dead. Long Live Value-Investing

The rotation from “growth” to “value” is inevitable. It will occur against a backdrop of devastation for the majority of investors quietly lulled into the extreme sense of complacency years of monetary interventions have provided.

  • Jul 18, 2020 10:30 AM

The Pound's Future In A Dollar Collapse

A possible salvation might be to hang onto Germany’s coattails if it leaves a sinking euro to form a hard currency bloc of its own, given her substantial gold reserves. But for now, that has to be a long shot...

  • Jul 18, 2020 7:00 AM

Daily Briefing - July 17, 2020

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on weakness in the banking sector and the odd flatness that has characterized…
  • Jul 17, 2020 6:10 PM

"This Stock Market Will Eat You Soon Enough"

At the moment, we struggle to find a time when the outlook for future stock market returns has ever been shoddier... Make of it what you will... Just recognize you’re merely drawing lots.

  • Jul 17, 2020 1:35 PM

"Project Zimbabwe"

It simply makes my head hurt that there are investors out there who are shorting equities with a structural view that the economy is a mess.

  • Jul 17, 2020 11:35 AM