Keynesianism, inflation & euthanasia of the rentier: A survival guide

The Keynesian economic policies being pursued by finance ministers, central bankers and politicians around the world are designed to create inflation and destroy the wealth of investors. This article outlines the dangers and explores ways in which investors can protect themselves.

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The ideal portfolio for investors & retirees seeking maximum reward over the long-term

This article is written in response to requests from several of our readers who are happy to take on a higher degree of risk in exchange for higher potential rewards. The suggested portfolio is designed to capitalise on the primary investment themes that we see over the next 5-10 years.

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The 247Bull investment strategy

As investors our primary goal is to understand the powerful long-term macro forces that shape the global economy and determine the direction of financial markets. This article examines what these forces are, and what investors need to do to capitalise on them.

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An introduction to Value Investing

If you had given $10,000 to Warren Buffet in 1956 that investment would now be worth over $400 million, and that’s after fees and taxes. Much of Buffet’s success is owed to his chosen investment philosophy, that of value investing. This article provides an introduction to the value investing philosophy and outlines its core principles. Background [...]

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The time is right to buy gold & gold stocks

A number of factors appear to be converging that makes this an excellent time to begin buying gold and gold stocks. In order to capitalise on this opportunity the 247Bull portfolio is now beginning to deploy cash into the sector. Gold has bottomed After a nine month period of sideways consolidation following its parabolic spike [...]

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Profiting From The Coming Uranium Supply Crunch

The coming supply crunch There are approximately 392 operating nuclear power plants worldwide which provide around 15% of the world’s electricity. These operational reactors require a total of 152 million pounds of uranium each year. However, current annual production of uranium is only 118 million pounds. The shortfall is being made up the by Russian [...]

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Why Warren Buffet Doesn’t Like Gold

Last month Warren Buffett published his annual shareholder letter in which he explained why he doesn’t like gold: “What motivates most gold purchasers is their belief that the ranks of the fearful will grow. During the past decade that belief has proved correct. Beyond that, the rising price has on its own generated additional buying [...]

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