Newsletter

Peter posts twice a month on a SUNDAY. He analyses individual securities, considers macro themes and discusses portfolio management techniques. He also manages a live investment portfolio through the newsletter!

Peter McMullan 09/06/2023 Peter McMullan 09/06/2023

The Recession Roadmap

Peter McMullan 03/06/2023 Peter McMullan 03/06/2023

Finding Sustainable Growth Overseas

Peter McMullan 19/03/2023 Peter McMullan 19/03/2023

Secular Trends for Long-Term Investors

Peter McMullan 19/02/2023 Peter McMullan 19/02/2023

Stop the Dominoes Falling - Portfolio Risk Mitigation

Peter McMullan 05/02/2023 Peter McMullan 05/02/2023

The Second Leg Up Before The Second Leg Down

Peter McMullan 27/11/2022 Peter McMullan 27/11/2022

Is the Inflation Genie Out of the Bottle for Good?

Challenge me!

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