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Comus Investment 2025 Annual Letter
Dear Partners, We had a good year in 2025, however we were severely hamstrung by InteractiveBrokers' move to limit Americans…
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Is the US about to screw SWFs?
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
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Record olive oil prices keep climbing after Spanish drought
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Xcel Energy Stock: A Strong Incrementalist Income Stock (NASDAQ:XEL)
Xcel Energy Inc. (NASDAQ:XEL) is a Minneapolis, Minnesota-based electric utility and natural gas delivery firm…
UK’s top civil servant attacks ‘cowardice’ of Whitehall ‘blob’ claim
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Emerging Markets Insights: The Dominance Of Technology
Emerging markets have been adopting new technologies, which solve existing challenges, raise productivity and reflect…
Easing inflation lifts hopes of a breather in US rate rises
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The Immaculate Disinflation | Seeking Alpha
One of our big calls coming into 2023 was that this would be “the year…
Staff shortages at Europe’s air traffic control blamed for ‘unacceptable’ travel disruption
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Fisker: Not Buying Just Yet (NYSE:FSR)
Earlier this week, we received a double dose of major news from electric vehicle startup…
Disney gives CEO Bob Iger two extra years to find another successor
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Primerica’s Rally Meets Its Current Potential, Although There Still May Be Room For Growth
Primerica (NYSE:PRI) is a Duluth, Georgia-based insurance and investment firm with a particular focus on…
US money market funds face fees to deter a ‘dash for cash’ repeat
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Couchbase: Reiterate Buy Rating As Tailwinds Remains Intact (NASDAQ:BASE)
Recommendation Readers may find my previous coverage via this link. My previous rating was a…
Metals tycoon Gupta says Trafigura ‘devised’ $590mn nickel fraud scheme
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GitLab: Valuation Multiple Expected To Be A Headwind (Rating Downgrade) (NASDAQ:GTLB)
Overview My recommendation for GitLab (NASDAQ:GTLB) is a hold rating as the stock price has…
Huw Edwards named as presenter at centre of BBC scandal
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