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It’s good to get questions from subscribers as we often see many people jumping aboard and often wonder if they’re all OK. Just the other week we were contacted by Paul who had a couple of very good questions, we thought (with his approval) it might be a good idea to answer the questions in […]

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HindeSight Letter: Revisiting Energy & the Economy – June 2018 Insights in 2025 Perspective Link to download our June 2018 Investment Insights: Energy & the Economy HindeSight Investors Insights June 2018861KB ∙ PDF file Download The HindeSight Investment letter from 2018 where we looked at energy and how it impacts investing. In June 2018, our

OVERVIEW Almost a half-century later we are still able to refer to 1976 in the UK as a year to remember for the history books. The record-breaking summer heatwave with places such as Heathrow having 16 consecutive days over 30°C brought in the 1976 Drought Act before giving way to September thunderstorms. The rains were

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‘Study the past if you would define the future’ Confucius. Love a good quote… even Confucius knew that in investing you have to know your historical shizzle. We’re always banging on about how we know our stuff and you, the reader, take it onboard (hopefully) in reading our content. We also bang on about how

With over a decade of our newsletter to call on, we’re looking at what lessons we can learn from the past. A big part of investing we’d argue is historical, partnered with learning lessons. Have a read and see what you think – the initial article was from September 2017 – the assessment for today

OVERVIEW Bringing an end to the conflict commonly known as ‘The First Peloponnesian War’, the ‘Thirty Years’ Peace’ treaty was signed in 446/445 BCE between the two most powerful city-states of Athens and Sparta as they fought for superiority in the times of ancient Greece. Only 20 years before the war started in 460 BCE,

Long term readers of The HindeSight Letter will be used to my Christmas excuse of running out of time at year end, like a poor dentist schedule and merging a combined November and December letter over the holiday period. But I did want to just briefly document the performance of the notional HindeSight Portfolio in

Originally Written in 2019 – still relevant today. I get a reasonable amount of feedback from readers on this newsletter, some of it is even quite complimentary! When we started writing these letters, in some form over 17 years ago, it was seen as an addition to our fund management business to keep investors updated