investing

"In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and...

Ever thought about if your investments are as ethical as they could be? In this week’s podcast interviewed one of the world’s most renowned ethicists, Peter Singer to...

In January 2017 Providence published a whitepaper on Long Term Returns. At the time we suggested that Long Term returns from a traditional balanced portfolio were...

Crucial Question: Is It 1995 or 2007?Before reading this week's update on the global macro and equities picture, investors are advised to add three new words to their...

When investors buy shares in a company, they have purchased the right to a portion of that company’s future earnings. Past earnings are largely irrelevant in...

Were we really so credulous? Did we really know so little about foreign food? 62 years ago today, Panorama aired one of the great April Fool’s jokes. The report showed...

We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...

Donald Rumsfeld famously called them ‘known-unknowns’ - things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when...

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting...

Over the next ten days, I will review and post my top 10 investing books of all time - starting with number 10. I hope you enjoy the reviews and they provide you with...