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Letters from Linlithgow
Letter from America
By Mike Williams | 14th August 2020
Learn to Ignore the Headlines
“If you point to paradise, all the short-sighted will see is your finger.” - Matshona Dhliwayo The toughest part of...
By Mike Williams | 10th August 2020
What If We DON’T Get a Market Setback This Summer?
Relatively speaking, there’s some stabling news on the US jobs front. The headline number is improving. And while the internals...
By Mike Williams | 3rd August 2020
Markets, Like Diamonds, Are Made Under Pressure
They say there's only one thing to focus on when you’re walking through hell; “To keep on walking…” So, as...
By Mike Williams | 30th July 2020
Where the Scared Money Goes…
I’ve assembled the below images to give you a snapshot of where the averages are in our trek toward recovery....
By Mike Williams | 29th July 2020
The Market Chop Dead Ahead
The bottom line is that the summer doldrums are taking hold. DO NOT be surprised to see increasing market chop...
By Alan Steel | 22nd July 2020
Que Sera Sera
“Worrying is like rocking in a rocking chair. It gets you nowhere”General Patton “When smart people from a singular background...
By Mike Williams | 15th July 2020
The Market Setbacks Create Value
Wow! Talk about a nasty little welcome to the ugliest earnings season in decades. (Who took my TUMS?) That said,...
By Mike Williams | 13th July 2020
Meanwhile, On the Brink of Earnings Armageddon
Here we are… On the brink… The starting bell to the worst earnings season in recent decades. And all the...
By Mike Williams | 9th July 2020
Now Is the Time to Look Well Beyond Now
Ok, so we passed the 4th of July landmark in America and thus far no summer swoon… That said, volumes...
By Mike Williams | 3rd July 2020
Twice as Many Bears Than Bulls
The US had 4.8MM jobs come back in June. Yet the experts who spend all day "studying this kinda stuff"...
By Steve Forbes | 30th June 2020
Lucre needn’t be filthy
At times like this I believe you have to look to the future and that is what I intend to...
By Mike Williams | 30th June 2020
One Room, So Many Elephants…
So, what’s the biggest elephant to join this crowded room of crises? My vote goes to: “Bad news sells better...
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