Watching an unfettered Donald Trump these last six weeks running our country like his family business makes it very easy to understand why he bankrupted six companies.

I completely agree with this excellent article by RW Johnson “Trump is as economically illiterate as a caveman” ⁦BizNews.com ⁦Alec Hogg⁩ ⁦Bronwyn Nielsen⁩ RWJohnson: Trump’s ignorance of economics ensures Golden Age boast is hollow biznews.com/thought-leader…

Mohnish Pabrai: "The Odds That The S&P Delivers over 5%/YEAR For The Next 10-15yrs Approximates ZERO"

A very good article in yesterday’s FT ⁦Martin Wolf⁩ on.ft.com/4j6KkXM

If you’re finding comfort in Warren Buffett’s quote, “Be fearful when others are greedy, and greedy when others are fearful” Please note this strategy only works if you’re holding companies that WB would buy It doesn’t work on wildly overvalued, speculative story companies.

If you’re serious about investing, don’t miss this interview with Howard Marks! youtu.be/KpnUyGM5M-I?si…

Becoming apparent that this image also applies to the stock market…

"One of the highest tariff rates, 50 percent, was imposed on the African nation of Lesotho, whose average citizen earns less than $5 a day. Because Lesotho’s citizens are too poor to afford most U.S. exports, while the U.S. imports $237 million in diamonds and other goods from

Wow, this is a surprise

european tourism to the united states: freefalling

I thought chess involved anticipating the consequences of your move and those of your opponent, but maybe 4D chess is different … Trump excludes smartphones from reciprocal tariffs via Financial Times on.ft.com/4loGECJ

I completely agree - Europe should buy from Ukraine’s defence industry economist.com/leaders/2025/0…

The U.K. forgot that capital is mobile. Rachel Reeves Keir Starmer and The Labour Party should reverse course quickly if they want to stop the exodus bloomberg.com/news/articles/…

Hilarious !

Dimon: "I just got back from China last week. They're not scared, folks. This notion that they're going to come bow to America: I wouldn't count on that, you know. And when they have a problem, they put 100,000 engineers on it. They’ve been preparing for this for years. But we

Wow!

This video is the best explanation of how the MAGA cult came into being that I’ve ever seen. Watch every second of it.

A £60m apartment in Knightsbridge attracts council tax of £1695 p/a based on Band G and 1991 valuations! But a 3 bedroom house for sale in Streatham for £275k attracts Council tax of £2279 Band E Crazy! Charge fair property taxes based on market value & remove other taxes

On holiday but always time for Piet Viljoen’s excellent weekly newsletters. As usual, I think Piet is 100% on the money If you aren’t a subscriber, I think you’re missing out mailchi.mp/recm/regarding…

A big thanks to those who alerted me about my account being cloned where the impersonator inserted an “a” into my name and is now emailing people about their investments and trying to sell crypto. That would have been a clue to those who know me 😉I have alerted X