October 5, 2011
Monthly commentary October 2011
SUMMARY George Soros blames the markets for the woes of indebted economies, but the reality…
September 6, 2011
Monthly commentary September 2011
SUMMARY Markets have been unfolding much as we expected. The worst of the Eurozone crisis…
August 9, 2011
Monthly commentary August 2011
SUMMARY The UK stock market is headed towards our target of 4800 as we write,…
July 8, 2011
Market commentary July 2011
SUMMARY Gerry Adams, Martine Le Pen, and a Greek colonel. Is this Trichet's destiny? Political…
June 11, 2011
Market commentary June 2011
SUMMARY The global economy has developed a sinking feeling in recent weeks, right on cue…
May 12, 2011
Market commentary May 2011
SUMMARY The end of humanity is nigh, but not before a commodity price crash, followed by…
April 12, 2011
Market commentary April 2011
SUMMARY It is remarkable that stock markets have held up so well in recent months,…
March 8, 2011
Market commentary March 2011
There are two issues just ahead on which you need to keep an eye. First the…
February 10, 2011
Market Commentary – and TopFunds Guide
2010 was twitchy, and we should expect more of the same twitching of markets through…
December 9, 2010
Market commentary December 2010
In summary, European banks lent capital to Irish banks, who in turn lent it out…
