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Saltydog Portfolio Updates (7th December 2022)

Good evening,The latest weekly portfolio updates are now available.This week we are not making any changes to the Tugboat portfolio.In the Ocean Liner we are:        •  Selling the Jupiter India fund (3.9% of the portfolio).        •  Selling ...

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Saltydog Investor Weekly Update (6th December 2022)

Good morning,The latest weekly data is now available.We will be doing some further analysis of the latest reports, and then decide what to do with the portfolios - more news later. Last week most of the major stock markets around the world went up and t...

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More is usually less!

After leaving University I was employed by Bowaters in the work study (time and motion) department of one of their northern factories. The eighteen months spent working and learning there was definitely a really good start on the road to setting up my own...

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The only safe ship in a storm is one with strong leadership

This applies as much to politics, business, and life, as it does to sailing. It is going to be very interesting to see how history reviews the pandemic years, and the influence the media (unelected, overpaid and over here) has had on our decision makers. ...

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Beware of the tyranny of politicians, experts, and scientists.

I am curious about the British and French Authorities being unable to reduce the flow of migrants crossing the Channel. Modern weapon technology now allows a rocket to be fired from over the horizon and put into an outside toilet, totally ruining the day ...

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Slow and steady wins the race.

I have always believed that in business and investing this is a good maxim to follow. I know that the early bird is said to catch the worm, but it is also said that the second mouse gets the cheese, and for me that is a more persuasive argument. It is les...

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The Kraken awakes ...

Last week, Cop26 and climate change was on every media programme’s lips, from the news and farming to Strictly come Dancing. I am not sure what this attention will achieve in the long run, but one must be hopeful. However, with two of the major generators...

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A ship in harbour may be safe, but that’s not what ships are built for

If a ship is to make money for its owner it must be at sea and working, carrying goods and cargo regardless of what weather is forecasted. The captain and crew must have a plan to cope with all eventualities and, when the conditions get rough, they might ...

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