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Letters from Linlithgow
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By Mike Williams | 18th October 2017
Who Broke the Market’s Crystal Ball?
Corporate earnings continue, in the majority, to beat expectations. And we’re not future-gazing here when we say that this trend...
By Mike Williams | 13th October 2017
The Bad Times Don’t Come to Stay, They Come to Pass…
I’ve been told since 1982 that I wear rose-coloured glasses. Maybe so, but the overwhelming signal from history suggests it’s...
By Mike Williams | 10th October 2017
Accentuate the Positive…
Did you know that the vast majority, well above 95%, of the news we take in each day is, in...
By Mike Williams | 9th October 2017
When Folks Start Investing to Lose Money
If the recent strong ISM Manufacturing data from September (hurricanes and all) didn’t make your day, perhaps the latest ISM...
By Mike Williams | 6th October 2017
Strong Like Bull
In all the day-to-day media hype and drama what’s important is often overlooked. The Manufacturing Index arguably fits that description....
By Mike Williams | 5th October 2017
Market Storms in a Teacup
Funny how the calendar can shape your perspective on the financial markets. Right now we’re in that odd spot of...
By Mike Williams | 4th October 2017
Watching Out for “What Isn’t Happening”
We’re just past the post on the end of Q3, 2017 and…crickets. Sure, the problems seem to be endless. And...
By Mike Williams | 2nd October 2017
The Ghosts in the Stock Market Machine
Halloween may still be several weeks away but there’s no shortage of ghost sightings out there amongst the investor herd....
By Mike Williams | 27th September 2017
The World Economy by the Numbers
How big is the world economy today? With all the negative hand-wringing, non-stop media chatter and parochial perspectives, most folks...
By Mike Williams | 26th September 2017
Following the Earning’s Season’s Bouncing Balls
Watch out! October is almost here. And Christmas is only 90 days away. It’s stunning how fast 2017 has flown...
By Mike Williams | 25th September 2017
Investing on Assumptions Instead of Facts
Another monotonous week, eh? Sometimes this can all seem a bit repetitive. But rest assured that the calendar will fix...
By Mike Williams | 21st September 2017
How a Black Swan Loses its Colour
Any US Federal Reserve chatter is good for a headline, regardless if it’s about action or inaction. The latest and...
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