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Letters from Linlithgow
Letter from America
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By Mike Williams | 4th June 2018
Why the Market’s Talking Italian
Why is it that, just as one “financial market monster” is vanquished another bigger, uglier and scarier one always seems...
By Mike Williams | 28th May 2018
Market View: Confusing the Summer’s Roses for Weeds
What would the summer financial season be without a continuing stream of bad data to push you to react? I’d...
By Mike Williams | 28th May 2018
Summers Here: Set Click-Bait Amplifiers to Eleven
With the impending arrival of June the investor and manager crowds are already beginning to thin out and fade into...
By Mike Williams | 24th May 2018
Because No One Wants to Get Rich Slowly
There’s been rising chatter about a lack of liquidity in the markets. Folks, we’re not even close. The next bear...
By Mike Williams | 23rd May 2018
The Space Between Headlines and Facts
Far above the Armageddon-like media coverage the America’s economy is, as we used to say, “Smokin'." By example, KPMG recently...
By Mike Williams | 17th April 2018
The Game of Doubt
Investing for the long-term, while successfully accumulating wealth, will be one of the toughest games you’ll ever play. The journey...
By Mike Williams | 12th April 2018
Market Volatility Breeds Doubt
When it comes to the threat of war, the difference between today and 25 years ago is that cameras and...
By Mike Williams | 10th April 2018
Investor Rope Burns
Anyone hoping we might start Q2 more quietly than we ended Q1 on the volatility front has been rudely awakened...
By Mike Williams | 3rd April 2018
About that Financial Quarter from Hell...
Investors, they are leaving, again. They will be back. And when they do, we will be here. We will be...
By Mike Williams | 29th March 2018
You’re Getting Skewed
When investors try and mix political views with market reality they’re in for a whole lot of frustration and political...
By Mike Williams | 27th March 2018
Voting vs Weighing
Billionaire Warren Buffett has said many times: “In the short-term, the stock market is a voting machine. In the long-term,...
By Mike Williams | 26th March 2018
A Stock Market Stinger
In medical terms, a “stinger” is a neurological injury suffered by athletes, mostly in high-contact sports such as ice hockey,...
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