March 1, 2017
Parallels with 1987?
Last month we covered US over-valuation, and events since demand more comment. On many previous…
February 1, 2017
Market complacency
For years there was a leadership vacuum in the West, exemplified by the unwillingness of…
November 25, 2016
Trump – calmer reflection, and opportunities
“The problems of victory are more agreeable than those of defeat, but they are no…
November 9, 2016
Trump slump or boom? UK investor implications
The “Brexit effect” has continued across the Atlantic. In the US, the alienated have again…
October 27, 2016
UK stock market – both swirling risks and opportunities
We probably spend more time reviewing the UK stock market than any other because it…
August 4, 2016
What is helicopter money? (Part II)
In the last few days Japan has announced a $45bn package of what is effectively…
August 4, 2016
What is helicopter money? (Part I)
Helicopter money is coming. This is a very significant change which will have a huge…
August 4, 2016
Of Russia, Versailles, and cheap UK equities
Whether your investment choices make any money, and how much, will be driven by a…
