We like Ruffer.
They have a way of assuming slightly off-beat takes on things, explaining them well and leaving you thinking, "They're right."
From Ruffer LLP, February 11:
The rise of big tech stocks has been more about valuation than profits
A bubble in profitless tech and so called ‘meme’ stocks may be bursting in front of our eyes.
But so far investors still think there is safety to be found in the last decade’s big winners, whatever their valuation. This risks confusing size and past success with safety....
....MUCH MORE
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