The Smart Money Method: How to Pick Stocks like a Hedge Fund Pro by Steve Clapham
Distilling Steve Clapham s many years of experience as a hedge fund partner, this book offers a real insider s guide to the tricks of the trade, writes Peter McLoughlin, head of equity research at Rowan Dartington (who is responsible for his firm s in-house monthly book review).
For anyone who wants to understand the work the process that goes in to analysing a company this book is invaluable.
Steve covers all the ins and outs of identifying trends, judging company governance, questioning senior management, how to value a business and when to buy and sell, as well as a section on navigating the consequences of Covid-19.
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If you’re looking for macroeconomic insights that can help you make money, few analysts can match the prescience of Dr. Stephen Leeb, a colleague I’ve worked with since 1990. Over the decades, his predictions have demonstrated uncanny accuracy.
Dr. Leeb (pictured) is chief investment strategist of
Real World Investing and
Investing Daily banner.
With a new president in the White House and a world still grappling with a deadly pandemic, now’s a good time to tap Steve’s storehouse of knowledge. My questions are in bold.
Do you anticipate a return to robust economic growth in 2021? Projections for U.S. and global growth are increasingly optimistic. How bullish are you?
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Some years there is an energy story so big, there’s no question it belongs at the top of the list. The Deepwater Horizon oil spill in 2010. The Fukushima Daiichi nuclear disaster in 2011.
In 2020, that story was the emergence and subsequent consequences of the COVID-19 pandemic. Let’s take a closer look at what it all means for investors.
1. COVID-19 pandemic wreaks havoc on the energy sector.
Many of the big energy stories of 2020 are directly attributable to the fallout from the COVID-19 pandemic. Oil demand was crushed beginning in the first quarter as stay-at-home orders were implemented. Airline travel plummeted. Demand for gasoline plunged to a 50-year low. Ethanol demand for gasoline blending fell sharply.