January 28, 2013
Market commentary: Jan/Feb 2013
SUMMARY. This time last year we said the key investor skill in 2012 could be…
December 9, 2012
Market commentary: December 2012
SUMMARY Markets have effectively been rigged this year, and this is likely to continue. Rather than…
October 5, 2012
Market commentary: October 2012
SUMMARY. This month is the 25th anniversary of The Crash in 1987. We consider what…
August 14, 2012
Market commentary: August 2012
SUMMARY. Problems with Greece, Spain, even Italy, are out in the open. It is the…
July 16, 2012
Market commentary July 2012
SUMMARY. With bankers in disgrace, and central bankers fearful of a new crisis, will Churchill-style…
May 19, 2012
Market commentary May 2012
SUMMARY There is bad news and (for a change) quite a bit of good news.…
April 15, 2012
Market commentary, April 2012
SUMMARY. As with the same time last year, stock markets have risen in tandem with…
February 8, 2012
Market commentary February 2012
SUMMARY. The markets have had a decent rally since the lows last October, spurred by…
December 7, 2011
Monthly commentary December 2011
SUMMARY. Did you spot the headlines last week on co-ordinated action by the world’s central…
November 2, 2011
Monthly commentary – November 2011
SUMMARY The outcome of eurozone summit last week was merely disappointing rather than apocalyptic. Markets…
