This month's letter looks at energy which is fundamental to our way of life and, consequently, to our investments.

This month's newsletter looks back at the inflation of the 1970s and early 1980s to see what worked then, and what is being discussed now.

This month tackles the big question on everyone's mind: are we in a recession?

It has often been said that history does not repeat itself; it merely rhymes. The stock and bond markets are going down. They have gone...