This is the 4th worst month in the almost 11 years I have been tracking this way. The last such month was June 2022, when inflation expectations jumped. Before that, it was the covid shock in early 2020.
March '26 markets: the Trump/Netanyahu attack on Iran has sprayed blood on every wall, except cash. The weighted average performance for my (slightly leveraged) allocation: -7.2%, in constant currencies.
Thank you @monevator.bsky.social for the link in Weekend Reading to Ai comes to FI firevlondon.com/2026/02/15/a... monevator.com/weekend-read... #investing #fire
January markets: no obvious sign of Greenland - tho USD currency and equities fell vs overseas markets
Muppet.
Anybody ambitious in England fancy moving to Scotland?
(and this is in GBP, which are up on USD 7.5% in 2025)
My portfolio's 2025 performance - hot off the press
firevlondon.com/monthly-retu... #investing #returns
My November '25 update: firevlondon.com/2025/12/14/n... #investing #fire #marginloans
November: a generally poor month in the markets, despite US federal shutdown ending after 42 days. Australian equities had worst drop for a while. UK equities were the tallest dwarf.
What's the budget done to FatFIREs like me? Here's my take. firevlondon.com/2025/11/30/2... #investing #FatFIRE #budget2025
Great interactive tool - endless fun - well done @danneidle.bsky.social taxpolicy.org.uk/2025/11/27/m...
The perils of top slicing - I sold $GOOG at $255 and $265 in the last month. Heading up to $295 based on this week's results. Thankfully I still hold plenty.
$GOOG is on an absolute tear. I have been top slicing (as it's one of my biggest holdings) above $255 and my holding is still worth more than a month ago.
September update - with a slight tweak to the investment strategy firevlondon.com/2025/10/11/s... #investing #portfolioreturns #fire
P.S. France, which is held up as more 'bust' than the UK, has annual debt charges of less than £60bn (€67bn) a year - thanks to its membership of the Euro. 4/4 www.bbc.co.uk/news/article....
Secondly, no wonder the government finances are in such a mess with >£110bn of annual interest charges alone. 3/4. obr.uk/forecasts-in...
Firstly, investors like me are guaranteed 5.25% income for 16 years. Over 5% a year for that long. Compounded, 5.25% more than doubles in 16 years. Risk-free (except for risk UK defaults on debts in that timeframe, which is less zero than it used to be). 2/4
There is something extraordinary about HMT issuing this gilt: 5.25% 2041. 1/4
How Britain is on the cutting-edge of bureaucracy, with crypto ETNs the latest exemplar…
Plus all the week's money and investing reads including bits by @ToddWenning @mrmoneymustache @awealthofcs @Noahpinion @paulkrugman and many (many) more!
monevator.com/weekend-read...
Sep '25 markets: bouyant, in a word. S&P has really shaken off the Tariffs Tantrum, with AI/Tech leading the way, and is pulling everything else with it so far as I can see.
Markets in August: US rate cut looking more likely has pulled USD down, but lifts US Equities & Bonds; elsewhere, currencies steady, moderating equity gains, but bonds dip slightly.
I'm being beaten by the Wellcone Trust. But I'm beating Oxford, Cambridge and Harvard. I'll take that. 10 year returns stats. firevlondon.com/monthly-retu...
July's markets - Equities were quite a pleasant place to be, particularly in the UK. Bonds easing off a little bit, everywhere. Tariff shocks nowhere in sight.
Excellent writing by FT's Robert Armstrong re bitcoin
June markets: S&P posted another strong month as tariffs fade from view, tho USD down; UK generally weak, reflecting general gloomy mood. Bonds in UK/US up, Equity in other markets also up.
My latest post - on swapping a property investment for stocks/shares portfolio firevlondon.com/2025/06/22/s...
May was a good month for investments - with a slight exception for UK bonds. S&P led the charge, as the TACO meme took hold (slightly denting USD).
