Live Breaking News & Updates on Charles Plowden|Page 5

Stay updated with breaking news from Charles plowden. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

How to buy into the next big commodities bull market

© Ron D Raine/Bloomberg via Getty Images
Last weekend everyone slightly wished they owned silver. The social-media driven investors who so upset the market with their short squeeze on GameStop spent Saturday and Sunday chatting about doing the same to the metal – which obligingly rose 7.7% on Monday alone.
The excitement has died down since the r/wallstreetbets Reddit chatroom has dropped out of the headlines. But while you need never think of GameStop again, you should definitely keep thinking about silver.
Silver is likely to play a core role in the next commodity supercycle. You don’t get proper long bull markets in industrial commodities very often: over the past 227 years, says Saxo Bank, there have only been six. But when you do, they are all driven by the same easy-to-see-in-hindsight dynamics: a glut of supply drives down prices; producers go on strike – they stop exploring and innovating; supply falls behind demand; stockpiles run down and prices rise ....

United States , United Kingdom , United Kingdom General , Ned Naylor Leyland , Paul Jourdan , Ron Draine Bloomberg , Charles Plowden , Rio Tinto , Blackrock Energy , Silver Trust , Silver Fund , Monks Investment , Gavekal Research , Saxo Bank , Bloomberg Commodity Index , Shares Physical Gold , Shares Silver Trust , Merian Gold , Moneyweek Podcast , Pan American Silver , United Kingdom Listed , Monks Investment Trust , Blackrock World Mining , Rock Energy , Resources Income , Resources Growth ,

The charts that matter: GameStop, silver, vaccines, and swapping gold for bitcoin

Free, fast, fair
Continue reading this article and get instant access to even more investment news by registering your details below:
Email address
Last Name
We will use the details you have shared to manage your registration. You agree to the processing, storage, sharing and use of this information for the purpose of managing your registration as described in our Privacy Policy.
Would you like to receive the Money Morning daily briefing newsletter?
We will use the details you have shared to manage your newsletter subscription. You agree to the processing, storage, sharing and use of this information for the purpose of managing your subscription as described in our Privacy Policy. ....

Raoul Pal , Charles Plowden , Baillie Gifford , Real Vision , ரவுல் நண்பா , சார்லஸ் ப்லோடந் , பெய்லி கிஃபர்ட் , ரியல் பார்வை ,

Think Tesla is a bubble? This might be the best way to bet on it bursting

© Gao Yuwen/VCG via Getty Images
Quick reminder – Merryn will be interviewing Charles Plowden of Baillie Gifford on Thursday. If you haven’t already registered to watch it, make sure you don’t miss out!
Back to this morning – I saw a very striking chart on Twitter the other day. Dylan Grice of Calderwood Capital (an occasional MoneyWeek contributor) noted that electric car-maker Tesla is now valued at roughly the same amount as the entire S&P 500 oil sector.
“The equity market seems to be saying that oil has no future, and that energy transition is basically here. I feel like that’s jumping the gun.” Needless to say, I agree. ....

Saudi Arabia , United Kingdom , Dylan Grice , Robert Burns , Charles Plowden , Justin Jacobs , Gao Yuwen , Baillie Gifford , Calderwood Capital , John Auther Bloomberg , Shorting Tesla , சவுதி அரேபியா , ஒன்றுபட்டது கிஂக்டம் , டிலான் கிரைஸ் , ராபர்ட் தீக்காயங்கள் , சார்லஸ் ப்லோடந் , ஜஸ்டின் ஜாகோப்ஸ் , பெய்லி கிஃபர்ட் , கால்டர்வுட் மூலதனம் , ஜான் ஒதேர் ப்ளூம்பெர்க் ,

The world's fund managers are getting very bullish – be careful out there

Before we get started this morning, I wanted to let you know about an upcoming online interview that I think you’ll almost certainly not want to miss. Our own Merryn Somerset Webb will be talking to Baillie Gifford’s Charles Plowden next Thursday (28 January).
Baillie Gifford, as I suspect most of you know, has been among the most successful investment managers of this particular era, helped by canny investments in the superstar companies of the past decade such as Tesla, Softbank and the FANGs.
What’s their secret? Can it continue? And what does the post-pandemic era hold for investors? Don’t miss it. Register here to view it live – it’s free. ....

United States , United Kingdom , Baillie Gifford Charles Plowden , Merryn Somerset Webb , Baillie Gifford , Tayfun Coskun Anadolu Agency , Federal Reserve , Wall Street , Anadolu Agency , Charles Plowden , ஒன்றுபட்டது மாநிலங்களில் , ஒன்றுபட்டது கிஂக்டம் , பெய்லி கிஃபர்ட் சார்லஸ் ப்லோடந் , பெய்லி கிஃபர்ட் , சாப்ட் பேங்க் , கூட்டாட்சியின் இருப்பு , சுவர் தெரு , சார்லஸ் ப்லோடந் ,

Baillie Gifford American's Bujnowski to become partner as Plowden retires

Baillie Gifford American s Bujnowski to become partner as Plowden retires
Three new partners take total up to 47
Dave Bujnowski joined Baillie Gifford in 2018
Dave Bujnowski, co-manager of 2020 s best-performing fund Baillie Gifford American, is one of three new partners appointed by the firm as two partners are set to retire.
Bujnowski joined the firm in 2018 as an analyst in the North American equities team and currently serves as portfolio manager across both Baillie Gifford US Equity Growth and Baillie Gifford American..
To continue reading.
Tel: +44 (0)1858 438 427
Register Now
Investment Week helps enlightened investment professionals to grow revenues and manage risk by reading the market more astutely via this industry leading title. ....

United States , Andrew Telfer , Spencer Adair , Charles Plowden , Catherine Flockhart , Baillie Gifford , Colin Lennox , Malcolm Maccoll , North American , Bill Pacula , Positive Change , Global Alpha Strategy , Global Alpha Growth , People Moves , Dave Bujnowski , Boardroom Changes , New Appointment , ஒன்றுபட்டது மாநிலங்களில் , ஆண்ட்ரூ டெல்ஃபர் , ஸ்பென்சர் அடர் , சார்லஸ் ப்லோடந் , கேத்தரின் மந்தை , பெய்லி கிஃபர்ட் , கொலின் லெனாக்ஸ் , மால்கம் மெக்கோல் , வடக்கு அமெரிக்கன் ,