Category: Comment
Cube Report (17th Nov 2020) – Tesla graduates to the big league
Good afternoon! I'll talk to the camera again today, at 2pm. Interested in Tesla and some UK share news. Here's the location: Imperial Brands Market ... Read More
Daily Share Show – Markets go wild after vaccine promise
As promised, I spoke to a camera today with my thoughts on the markets. Shares mentioned: #TND #GAW 888 #CCR #APP #DPEU #VLE #RDL $TWTR See ... Read More
How are your spreadsheet skills?
I'm launching a brand new, standalone seminar in time for Christmas - in fact, before the end of this month! After my most recent courses, ... Read More
I might have mentioned Hospitality before
Once more I have been overtaken by events in preparing this article. On Monday (9th Nov) I was sat down to review what had happened ... Read More
Two Sectors to avoid (for now)
A week (as they almost say) is a long time in pandemics. I wrote the bulk of this article a few days ago, before the ... Read More
One Quality Metric that won’t help you through the crisis
As regular readers will know, I have adopted three tests for potential investments in the current crisis times. They are all qualitative in nature, and ... Read More
A quick reflection
This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post by upgrading to Gold Membership. Read More
Blindfolded Monkey on the Oche
One theoretical test of your portfolio performance is whether it beats one selected by a blindfolded monkey throwing darts at the share listing page of ... Read More
Think of a number!
As a bit of a detour from individual stock analysis, I have spent some time recently revisiting my databases and some of the three-quarter baked ... Read More
Swords to Ploughshares – Buffett & Gold, UK Jobs Collapse, Tesla goes to the Moon
(Wizards of the Coast owns the copyright for the featured image above.) Hello there! I'm still here and just as committed to this website as ... Read More
Gold is now high yield! (versus Euros)
One of the strongest historical arguments against gold has been that it doesn't offer a yield. To counter that, gold bugs have pointed to the ... Read More
An exciting new hire at Cube.Investments
Hi everyone, Apologies for my absence last week - I was under the weather. Normal service resumes on Monday. Thank you so much for your ... Read More
A good performance by the entire team – How I beat the FTSE by over 10%
As promised, here is the complete analysis of how my holdings have performed in H1 2020. It has been a rough stock market for UK-focused ... Read More
Mello Virtual – An online conference
Good morning folks, I've been working on some side-projects here, which has taken my eye off the ball as far as the Midcap Report and ... Read More
Half-time 2020 – Scores on the Doors
What a crazy H1 that was! It's time to review how my top holdings have performed during one of the strangest periods in stock market ... Read More
Rebuttal on RBG & an announcement – Tune in tomorrow at 12!
I've been away for two days. Sometimes I need to take a break, so that I can come back stronger. Tomorrow, I'm coming back with ... Read More
Is it buying time now?
My diversified, broadly market neutral long-short portfolio means that I do not have to get overly concerned about the level of the market overall. Nor ... Read More
Joel’s Resource Report – where are you invested? #SO4 #CAI #LGO #HUM #WAF
A slightly different take on the Resources Report - where are you invested? Resource investors often find themselves investing in countries which bear little resemblance ... Read More
Cube Podcast #25: Central bank madness and economic dislocation
Graham talks about the latest economic data and central bank outlook, and what it all means for investors. The upcoming events can be viewed here: ... Read More
Cube Podcast #23: Survival tips as darkness falls on our economies
In this podcast, Graham talks about the economic and jobs collapse and some of the key concepts when figuring out the survival prospects at companies. ... Read More