December 8, 2008
Market commentary December 2008
SUMMARY. The news flow has been poor, and will continue to be for some months. But…
November 6, 2008
Market commentary November 2008
SUMMARY Wow. It had everything. An October that was the worst ever for some stock…
October 7, 2008
Market commentary October 2008
SUMMARY. In September 2008 a relatively straightforward downturn in the real economy met a deeply…
September 22, 2008
A world without Ben Bernanke
The credit crunch is something of a myth beyond the narrow financial world where its…
September 8, 2008
Market commentary September 2008
SUMMARY. Action to nationalise the two US mortgage giants was another encouraging initiative by US…
July 24, 2008
Market commentary Summer 2008
TopFunds Guide latest edition is now available. You can reply to this email to order…
July 1, 2008
Market commentary July 2008
In January this year we asked “When can we expect persistently more buyers than sellers,…
June 4, 2008
Market commentary June 2008
A fascinating month, and an encouraging one for those of us not inclined to hysteria…
May 8, 2008
Market commentary May 2008
SUMMARY. The "credit crunch" is covered by the media every day, but few attempt a…
April 7, 2008
Market commentary April 2008
US house prices have been falling now for 17 months, the downtrend having got underway…
