There was a lot of news last week about a hedge fund called Situational Awareness. It is run by a 24 year old called Leopold Aschenbrenner, who built a portfolio valued at $45 billion from his investments in AI companies. It had to be bailed out by Ken Griffin’s Citadel after some of its investments […]
Index providers have metrics that must be met before they will consider adding a company to its institutional index. That is why when Peleton and Zoom were doing so well during Covid and subsequently crashed, index investors were not impacted. They never met the metrics to be included in most benchmarks. One of the metrics […]
Simon Harris is ploughing ahead with his new investment plan which will be announced in his Budget 2027 speech in October. While details are limited at the moment, it is said to favour the Swedish Investeringssparkonto (ISK). I have already written about sorting out the existing structures first (where is this implementation roadmap which was […]
Three weeks ago, the USA and Israel started to bomb Iran. An attack, at least on the US side, that does not seem to have an objective or an end game. But it may have huge repercussions for the global economy. Increase the cost of energy Knowing that they cannot defeat the Americans militarily, Iran […]
In April 2023, then Minister Micheal McGrath called for a review of the taxation of investment products in Ireland. That review was published in October 2024. Then Minister, Jack Chambers, endorsed the recommendations. But as there was an election coming up and he wanted to retain his seat (and hopefully his portfolio) he said it […]
I have written a few articles about timing the market. It is important to keep reminding people how difficult it is to do. This example is from me, your financial advisor who tells you not to try to time the market. 😳 Liberation Day Last April, Trump announced he was imposing tariffs on all imports […]
The US stock market was very jittery last week and we saw a bit of a sell off. Why? Because people believe that AI is in bubble territory and it is going to burst. We are certainly seeing high valuations and a lot of corporate debt being generated to pay for AI development. Earnings call […]
I’ve been getting a lot of calls in the last week or so from clients who are spooked by the IMF report that said there could be a sharp reprice if AI fails to justify the hype. They want to move to cash for the moment and get back in later. Firstly, we don’t know […]
There is a lot of arguments about active or passive investing. Which one is the best? From an investment philosophy point of view, at Bluewater, we take a passive investing approach. We don’t worry about fund managers leaving or a change of investment style. The fund just follows the index and adjusts itself based on […]
I love to BBQ. When I am smoking a large piece of meat like a brisket or a pork shoulder, we invite people around to share it with. I prepare the meat, my wife does most of the sides. Smoking cooking meat on the BBQ doesn’t involve that much work. You get up early, prepare […]