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Letters from Linlithgow
Letter from America
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By Mike Williams | 29th November 2017
Dampening the Fuse to Market Euphoria
I say it all the time: Pray for the things that we fear because they create long-term opportunity. Thankfully, we’re...
By Mike Williams | 28th November 2017
It’s the End of the World as We Know It…
…and I feel fine. Yes, I know. The world is ending for any number of reasons scribbled across any number...
By Mike Williams | 22nd November 2017
An Odd Twist of Stock Market Fate
There are a few things to be aware of as the financial and economic positives build for 2018 and beyond....
By Mike Williams | 20th November 2017
Sorry, I Was Wrong…
I’ve suggested for many moons now how we should consider the claim that the investor crowd is too bullish and...
By Mike Williams | 16th November 2017
Who Moves Less Wins
Sometimes, after all patience is spent and allowances for lunacy sold as expertise becomes exhausting, you just have to call...
By Mike Williams | 14th November 2017
As Good As It Gets?
The latest on corporate earnings is that the averages have been doing far better than the stocks reporting results, even...
By Mike Williams | 9th November 2017
“Aye, But No, But Yeah, But…”
I hear lots of stuff each day. Calls, emails, comments by response, questions posed in posts, the lot… It's all...
By Mike Williams | 7th November 2017
Things Look “Solid”
The corporate earnings season in perspective, all seems well for the long-term investor. In fact, to see continued volatile churn...
By Mike Williams | 3rd November 2017
Are You Waiting for “Red Ink”?
So, US GDP despite Mother Nature’s anger came in far better than expected. There will likely be adjustments in the...
By Mike Williams | 30th October 2017
Stop the Insanity
Last week the Dow Jones and S&P 500 fell by about 48 basis points. For you non-maths people that's the...
By Mike Williams | 27th October 2017
The Boring Norm of Upward Earnings
First, make sure you click here to watch our short video on the surprising strength building in the US economy....
By Mike Williams | 24th October 2017
Overpriced? You Tell Me…
Just about all aspects of the still young earnings season are coming in pretty nicely. Expectations were dragged down again...
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