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Letters from Linlithgow
Letter from America
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By Mike Williams | 15th February 2017
Market Fear Has Always Been Expensive
Where to begin in this sea of confusion? Could things actually be going well? Have we forgotten what a wave...
By Mike Williams | 13th February 2017
Bullish Trends, Bearish Expectations
Even as earnings continue to come in nicely above expectations and markets hit the pause button over political noise, sentiment...
By Mike Williams | 7th February 2017
It’s Not Just The US That’s Seeing Economic Improvement…
There is plenty of good economic news in the US to focus on; solid jobs, solid sales, excellent data on...
By Mike Williams | 31st January 2017
Magazine Covers versus Market Sentiment
Most folks who are long-in-the-tooth in this business don’t like seeing magazine covers that crow about the next big thing...
By Mike Williams | 27th January 2017
Bullying the Bears
For the past eight years we have essentially been made to believe that China was going to rule the world,...
By Mike Williams | 27th January 2017
Too Close to the Flame (1)
Well, it looks like celebration of Dow Jones breaking the 20,000 mark lasted about 38 seconds. And you might think...
By Mike Williams | 26th January 2017
Investors: A Tale of Too Many
Here we are on the doorstep of change once again. It’s always a little scary for some, exhilarating for others...
By Mike Williams | 26th January 2017
The Match That Lights the Market’s Fuse
The new administration is just days old and I'm already tired of hearing about all of its problems. So if...
By Mike Williams | 25th January 2017
Two Voices, One Market Lesson
Here’s the lesson: Every new market high proves beyond a doubt that the fears voiced before it got there, along...
By Mike Williams | 19th January 2017
The Market Forecast Partly Cloudy with Corrective Winds
Do you remember the scenario we suggested as these notes came to a close in 2016? We said we could...
By Mike Williams | 13th January 2017
The Law of Large Numbers & Small Businesses
Beyond the political noise, one of the most important developments this week is the chart (above) on small business optimism...
By Mike Williams | 12th January 2017
When Money Follows Market Sentiment
The Q4 earnings season is staring us in the face. My hunch? (And it’s just a hunch, by the way)...
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