The great investor theory

History has the Great Man theory, and likewise, the field of investment can have the Great Investor theory. But can there be a great investor, or can anyone become one by following trends?

The most useful answer is 'I don't know'

Four kinds of letters arrived after last week's column on West Asia, and the largest pile asked the same question

Such a long journey

The largest active fund today manages more money than the entire industry did when this magazine started

When 'this too shall pass' doesn't

For 30 years, I have told readers to ride out every crisis. The US-Iran war is the exception, and the reason matters more than the news itself.

Read the signal, not the list

The Prime Minister's seven appeals are about consumption. The signal they carry is about the rupee.

The Omaha show is over

Sometimes waiting for too long can lead to missed opportunities