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Letters from Linlithgow
Letter from America
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By Mike Williams | 8th April 2020
Before the Aftermath
Could it be Easter Week is on our doorstep? Will this be the week we start to see numbers that...
By Mike Williams | 1st April 2020
The Domino Effect
The exhausting minute-by-minute coverage of every aspect of the COVID-19 event is helping to drive the chain reaction of responses...
By Mike Williams | 30th March 2020
The Rear View Mirror
How we, as long-term investors, approach and work through the next 6 months will define our health and wealth for...
By Mike Williams | 26th March 2020
Accentuate the Positives…
The speed of support coming to the rescue is unmatched in history. And it might be important to listen to...
By Mike Williams | 23rd March 2020
Big Investing Opportunities Never Look Pretty
Lost in the frenzy of interest in bad news is what’s unfolding in the medical pipeline. Extreme actions are being...
By Mike Williams | 19th March 2020
Not All Is Dark
The purpose of watching (and listening) is to function in the awareness that thousands of very, very smart people supported...
By Mike Williams | 18th March 2020
This Too Shall Pass…
To say data is flooding into our lives at a record pace of late would be a significant understatement. And...
By Mike Williams | 2nd March 2020
Saying ‘The Sky is Falling’ is Always Great for Ratings
I’ve learned that waiting for the next shoe to drop creates self-fulfilling potholes. And since the day I took my...
By Mike Williams | 19th February 2020
Embrace the Market Volatility
I can’t start without saying that the race for the Presidency has certainly started with a thud. The Iowa outcome...
By Mike Williams | 18th February 2020
The Reversion to American Manufacturing
If you think about it for a second, were it not for constant change we would probably all be in...
By Mike Williams | 17th February 2020
The Investor Intelligence Survey?
While most can probably recite the general headline themes of late about risk, the China Virus and the next apocalypse,...
By Mike Williams | 10th February 2020
The Fast and the Furious Sentiment
It’s easy for investors and consumers to get caught up in the dragnet of media hypocrisy, vitriol and fearmongering. The...
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