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Letters from Linlithgow
Letter from America
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By Mike Williams | 10th July 2017
It’s Times Like These You Learn to Think Again…
Just about every summer that I’ve been in this business has been marked by a choppy stock market. In recent...
By Mike Williams | 3rd July 2017
The Bull Market’s Protein Shake
If I hear anymore references to impending Black Swan events I think I’m going to be ill. And folks, let’s...
By Mike Williams | 26th June 2017
Market Expectations, Not Reality
Three weeks down and 11 to go - this hazy summer markets process seems set to continue even as some...
By Mike Williams | 21st June 2017
Mayday! Mayday! Everything is Fine
It’s tough to offer up helpful data during the summer haze when not much is new. The chop and concerns...
By Mike Williams | 20th June 2017
America’s Housing Numbers Don’t Lie
US Household net worth has set yet another record. Have a look at the two charts below from Scott Grannis...
By Mike Williams | 20th June 2017
Just What The Market Doctor Ordered
Have we passed through all the chatter about FAANG, tech, etc.? How about the death of the markets as we...
By Mike Williams | 13th June 2017
What Lurks in the Stock Market Summer Haze
Ah yes, the smell of the summer haze coupled with the impending doom of summer swoon projections… It’s like an...
By Mike Williams | 12th June 2017
Don’t Fall for the Short Term Falls
Sometimes things sneak up on us. And it’s an unfortunate characteristic of human nature that we often immediately assume that...
By Mike Williams | 7th June 2017
This Is Your Brain on Investing
You know that feeling...the sweaty palms, light-headed, like you’re on top of the roller-coaster right before you drop off a...
By Mike Williams | 6th June 2017
Summer Haze: Don’t Sweat It, Welcome It…
Too many investors make the grave error of allowing their political views to interfere with the financial facts. Like it...
By Mike Williams | 2nd June 2017
The Ghosts of Debt Concerns Past
Have a look at the latest data on homes in America – we’re already running out of them: Over the...
By Mike Williams | 2nd June 2017
What A Market Miss Up!
During the oncoming summer haze, expect low volumes, choppy markets, meandering directions and hiccups every time a new scary headline...
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