Over 30 years experience looking after investment portfolios for private clients seeking to preserve capital & generate solid returns.

London
Joined May 2021
We’re now ranked #1 across every major time horizon on Citywire. 67.0% YTD | 67.0% 1Y | 82.2% 2Y | 191.4% 10Y Top performance. Consistent discipline. Thank you to our investors. #ValueInvesting #LongTermInvesting #AssetAllocation #FundPerformance bit.ly/3Gcxedq
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Ignore the noise. Respect price. Demand value. The VT Price Value Portfolio is one of the few actually growing this year: #StockMarket #Equities #ValueInvesting bit.ly/42ERDiK
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The old portfolio map assumed bonds were ballast. Tim Price argues the map now has unexploded ordnance under it. In a system built on dishonest money, arithmetic beats optimism. #investing #contrarian #inflation - Read ‘Unhinged’ - bit.ly/4s0v8Ba
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In the Ponzi scheme of things, cash flows fall short of debts. The question is: how long can the dance continue? #debt #investor #Minsky - Read ‘Mission Creep’: bit.ly/4eekdOp
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Quantitative easing demolished the price mechanism. In a world where price isn't always truth, where do you find your value compass? #centralbanks #inflation #investment - Read - Lands Of Confusion bit.ly/46MZEVm
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Faced with extraordinary monetary interventions and low rates, investors must act now. Protect your future. ⚠️ #stocks #inflation #fintwit - Read ‘Time to Take Action” bit.ly/4rtqOKA
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Wealth needs explaining. Poverty does not—it’s the natural state. Government interference doesn’t create prosperity; free markets do. Always have. Always will. #valueinvesting #markets #Mises #fintwit Read "Set the markets free": bit.ly/3LvyefE
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The networked world is not waiting. Companies stuck in old ways are destined to become obsolete. Adapt or face irrelevance. #fintwit #crypto - Read ‘Clueless’ NOW: bit.ly/4cKTAQC
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Negative rates were meant to make people spend. One German greengrocer responded by saving harder and buying gold. Sometimes ordinary people understand incentives rather better than those designing them. #gold #inflation -Read ‘Fight the Berserker!’ Now: bit.ly/4cwlsI4
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What if today's monetary system of fiat, debt-based and centrally manipulated, is approaching the end of its shelf life? The question is, ‘what comes after?’ #recession #inflation #blockchain #bitcoin #crypto #gold #fintwit bit.ly/49DVQYB
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When investing, starting valuations matter. The price you pay now will drive future returns. Emphasise buying cheap quality assets for medium-term success. 📈 #investments #valueinvesting - Surviving Information Overload - bit.ly/4ybQI7A
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The Suez Canal remains a vital trade artery. Its importance in global economics can't be overstated. #trade #stockmarket #oil... Read: Suez II bit.ly/4t6vlSM
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Desperate measures in 2019 saw unprecedented Fed interventions; echoes of 2008 reverberated. Are we prepared if history repeats? #StockMarket #SP500 #Recession - Read it here: bit.ly/4k4H0A0
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18th-century financial bubble imagery merged with modern pension funds and government bonds as poker chips, pyramid scheme structure, ethereal ghostly overlay of historical collapse repeating .. Read: The Dead Zone - bit.ly/3NnrzoG
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Quantitative easing: central bank doublespeak for “wealth gap turbocharger”. It inflated markets, not prosperity. #QE #gold #crypto #stockmarket #btc #investing #fintwit .. Read "Set the markets free": bit.ly/3LvyefE
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Avoiding bonds has been a wise move. As interest rates rise, bonds might be setting up for a collapse. Still holding? #investor #bonds #recession- Read ‘Unhinged’ - bit.ly/4s0v8Ba
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Inflation vs. deflation: A battle won by central banks' relentless stimulus. Market dynamics? Redefining chaos. #stockmarket #recession #investing - Read ‘Mission Creep’: bit.ly/4eekdOp
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Who owns the narrative? As media landscapes shift, discern which news to trust to navigate the financial storm. #inflation #investor #keynesian - Lands Of Confusion bit.ly/46MZEVm
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The trouble with waiting for certainty is that by the time it arrives, your options may have disappeared. We can’t know whether capital controls are coming. We can decide how exposed we want to be if they do. #gold Read ‘Time to Take Action” bit.ly/4rtqOKA
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The internet is the greatest library ever built and the loudest distraction machine invented. The advantage is not consuming more; it is finding signal, ignoring noise & learning from people worth listening to #investing #fintwit - Read ‘Clueless’ NOW: bit.ly/4cKTAQC
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Gold didn’t “crash.” Paper markets were gamed. Shanghai physical gold still trades at a premium. You either get it or you don’t. #gotgold #trading #gold #inflation #fintwit bit.ly/4rE5y3u
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