2916 days ago
In today's podcast I chide my colleague Malcolm over an article he runs tomorrow on Inmarsat (ISAT). He makes the mistake, as we all do, of failing to accept that facts have changed. I explain why Inmarsat is certainly NOT a buy but then also reflect on why J Hon Esq makes the same error on China and on why I am so bearish on equities and, in accepting that, why the case for gold grows stronger.
