SUMMARY. The volatility that we anticipated has begun, particularly in the Far East and Emerging Markets. We reflect on the need for patience, some domestic madness in India, and some…
The markets have begun to wobble. Is there any cause for concern? At time of writing the UK stockmarket has fallen about 5% from its peak. After 3 years of…
SUMMARY. The commodity charts look worryingly like those for technology shares in 1999. Risks are rising. It is time to re-acquaint ourselves with investment basics, and the potential for sharp…
SUMMARY With the UK stockmarket overdue a correction, we look at how severe this might be, how close we might be to that point, and the seeds being sown for…
SUMMARY. Do the way that institutions are managing their portfolios give private investors any clues as to how to improve their own returns? We conclude that they do, though not…
From time to time we consider one basic, but effective, indicator to assess if the stockmarket is into dangerous territory. More on this below. P.S. Welcome if you are a…
It is the time of year to review our monthly commentaries through 2005. We began the year optimistically (rightly as it transpired), and end it concerned with some speculative excesses….
Alan Greenspan, arguably the worlds most powerful man, is to be replaced as head of the Federal Reserve in 2006. We consider his challenges, and the latest trends in the…
Greenspan is determined to push US interest rates higher, so do not be caught out as the froth comes off oil and gold. We have pointed out previously that in…
What are the implications of bird flu spreading? We identify some strange priorities, and possible opportunities if markets wobble in the Autumn. In the United States alone, 80 million sick…
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