Independent Investor Editors Comment | News, Analysis & Insight for Serious Investors

Editor's Comment

This page includes the most recent commentary from the Editor, including edited and expanded versions of his newspaper columns in the Financial Times and Spectator. Earlier articles and comments by Jonathan Davis can be found by using the Search function or the Archive page.

Published Columns

Blockbuster biography Alice Schroeder looks behind the carefully managed façade of Warren Buffett and does not disappoint. More...	Bear market climax The fallout is already producing some clear winners and losers. More...
Looking back to see forward “Life is lived forwards, but understood backwards” More...	Looking at bond markets What is the most challenging task for analysts in modern investment markets? More...

Commentary and Analysis

Most remarkable times Being out of the commentary business for most of 2008 has been a mixed blessing reflects Jonathan Davis. More...	A shortage of conviction... This market is proving one of the most fascinating and difficult to call that I can recall. Opinion remains as deeply polarised as I can remember, and volatility is high. More...
Not such a dynamic outlook... The credit crisis is straining the nerves of investors, but those who can stand back and put the travails of the banking sector in perspective may have grounds for a more optimistic view than those directly affected. More...	Large cap stocks today's asset of choice A regular meeting with some of the big hitters at the fund group Jupiter provided a strong case for regarding large cap UK stocks as a safe haven in today's market, despite the deteriorating price action on Wall Street. More...