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MBMG Flash

Paul Gambles

Trying to connect all the dots in markets, business and economics

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues121SubscribersRead mbmg.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Nvidia's position

The following was originally distributed to clients and direct subscribers of MBMG Investment Advisory on 9th March 2024 under the title ‘Even Riskier Business’ but has been edited slightly for formatting purposes. We have published this on...

2 months ago
2
0

Technicalities - August 2025

Bloomberg’s Lizzy Burden recently interviewed Paul - https://www.bloomberg.com/news/videos/2025-08-12/horizons-middle-east-africa-8-12-2025-video (starting around 7 minutes and five seconds). Lizzy reminded him of his caution earlier in the...

3 months ago
2
0

Off the beaten track

This is the first compilation of recent musings on various topics…

3 months ago
4
0

Tariffying! British history lessens...

Longtime readers will be well aware that while we agree with Mark Twain that history doesn’t repeat itself but it often ‘rhymes’ and that we increasingly see Herbert Hoover as the best historic precedent of Donald J Trump (we’d love to hear...

6 months ago
1
0

Authors

The writers behind this newsletter.

  • Paul Gambles

    Paul is licensed as both a Securities Fundamental Investment Analyst & Investment Planner and is well known as an expert commentator on CNBC and Bloomberg.

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