There’s been reams and reams written about gold. The how’s and why’s of its allure through the millennia and why ‘gold bugs’ prize it so much as an asset in their portfolio. A cursory search for ‘gold’ in Google will return thousands of opinions about storing it, how much of it you can buy and sell and huge amounts of historical data. To say it has been a fascination of mankind’s since first discovery isn’t over blown hype, just a factual statement. Indeed the HindeSight Dividend Letter has mentioned Gold on numerous occasions, not just because Hinde Capital, the parent company of HindeSight Letters has a Gold Fund, but Mark and Ben, Hinde’s Founders have worked trading gold for decades so their knowledge of the subject gets them regular speaking engagements.READ MORE
It’s been hard work but today we’re launching our Indian Investment Letter to our database of well over 3,000 investors keen to understand how they can make the most of one of the best emerging economies on the planet. We have taken time to release our quarterly Investment Newsletter #1 but now it’s out there it’s getting some serious attention.READ MORE
India has potential to be a player for investors, or should we say India already IS a global player for certain, well connected and affluent investors who are able to hire investment firms to gain access to the right market data. Sadly though, for most, the potential has been largely untapped, until now. READ MORE
The Investing landscape has changed somewhat recently with the rise of the ‘robo advisor’, a machine that can quickly and easily advise you where to put your investments at a fraction of the cost of a traditional, human, advisor.READ MORE
The excerpt below is from our May newsletter, detailing the methodology we use for tracking the performance of the HindeSight Dividend letter. We have updated the results until the end of October 2016. The bar chart showing the % portfolio allocation shows that we are running roughly 50% cash balance of the introduced money at this juncture, reflecting our concerns about high valuations. If you would prefer to read this as it appeared in our Newsletter CLICK HERE to download as a PDF
Investing is an enigma to most people. In general, we get how it works, you put money into shares and hope you get more back then you put in. However there’s a real ‘get rich’ mentality whereby the general population sees the high profile bankers and everyone attached to the money industries as super rich and there’s a perception of lots of cash, and they dream of making it big like they have.READ MORE
Welcome to the first few weeks of Donald Trump’s presidency. There are so many headlines, tweets and images, the media networks are having a field day. We will not be short of news for the foreseeable future, it would appear. In the UK, we are well used to campaigning politicians promising the earth on their election trails, only to conveniently forget about them upon taking office.
Long-term readers will have heard my big number maths before, back in 2012. At the time it was in reference to the extraordinary cost of the London Olympics and G4S’s contract for security at the games.
A million seconds is 11 days, a billion seconds is 32 years and a trillion seconds is 32,000 years.
Since Donald Trump’s unexpected election in the United States, there has been an ‘announcement’ of a U$1 trillion infrastructure program, which will include rebuilding roads, rails, shipyards, you name it, in order to ‘Make America great again’!
It’s always nice when someone mentions our research on their websites or on the news. Sean regularly gets called up for TV slots but today we’re very happy to draw attention to Sean’s work alongside Deutsche Bank and Wells Fargo on the Substantive Research Website.