What Trump’s first moves mean for investors
After a whirlwind start to his second term, President Donald Trump has wasted no time in implementing a series of executive orders that are poised to have a significant impact on the US economy. While some of these orders, such as renaming the Gulf of Mexico and pardoning those involved in the Capitol building attacks, […]
Why shipbrokers Braemar and Clarkson are defying pay norms
The recent controversial statements made by the 47th US president regarding the Panama Canal have caught the attention of key players in the shipping industry, including Braemar (BMS) and Clarkson (CKN), two prominent shipbroking groups quoted on the London market. Geopolitical uncertainties are on the rise, leading to an increase in freight rates. This, in […]
Bearbull Income Portfolio: Finding yield by going back to basics
For decades, Bearbull has been a familiar voice in the world of investing, providing insights and guidance to readers of the Investors’ Chronicle. The column has seen its fair share of changes over the years, with different individuals taking on the mantle of Bearbull. From Harold Wincott to the most recent torchbearer, each has brought […]
When will the US market start to wane?
Donald Trump’s Second Term: What It Means for Investors As Donald Trump takes office for his second term as the 47th president of America, investors are eagerly awaiting clarity on the issues that have been looming over the market for months. His initial actions, including signing executive orders and threats of taxes and tariffs on […]
Why the end of De La Rue is the end of an era
De La Rue: A Tale of Innovation, Challenges, and Potential Sale De La Rue, a company with roots dating back to the 18th century, has a rich history of innovation and adaptation. Founded by Thomas De La Rue, the company initially focused on producing playing cards before expanding into a wide range of printing services, […]
This isn’t Truss 2.0 – but Labour should learn from her mistakes
The recent turmoil in the gilt market has raised concerns about the UK’s fiscal stability and the government’s ability to manage its debt. While comparisons to past bond crises may not be entirely fair, there are valuable lessons to be learned from previous mistakes. It is important to note that the current situation is not […]
Bitcoin and Donald Trump: what comes next?
January has come and gone, leaving behind memories of the festive season. The decorations have been packed away, but one seasonal greeting continues to linger in my mind. A reader reached out to thank me for inadvertently inspiring him to take a leap of faith into the world of Bitcoin at the beginning of the […]
Why Japanese stocks are poised for further gains
In the final days of his presidency, Joe Biden has taken bold steps to solidify his legacy, implementing a series of controversial decisions that are sure to have far-reaching implications. One such move is the ban on offshore drilling in key coastal areas of the US, covering nearly 0.98 million square miles. This ban includes […]
Can we still shift the dial on growth?
Keir Starmer’s government had high hopes for its first six months in office, aiming for a smooth transition and positive reception from the public. However, challenges have arisen, particularly in the aftermath of the October Budget announcement which proposed an additional £40bn annual tax burden on businesses. With the implementation of these measures still looming, […]
Why the world should be outraged at Tesla’s governance
Elon Musk’s entrepreneurial journey began with Zip2, a software company he co-founded with his brother in 1995. The early days were tough, with Musk even sleeping in the office due to financial constraints. After four years, they sold Zip2 for $307 million, allowing Musk to pocket $22 million. He then invested $12 million in X.com, […]