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Letters from Linlithgow
Letter from America
By Mike Williams | 27th May 2019
Not Necessarily the News
“When you look at the dark side, careful you must be. For the dark side looks back.” – Yoda Before...
By Mike Williams | 23rd May 2019
Misery Doesn’t Get Much Better Than This
About 90% of financial headlines remind me of that joke about the horse walking into a pub and the bartender...
By Mike Williams | 22nd May 2019
Wake Me When It Really Gets Tough…
It’s easy to miss the stuff worth looking at in the media while the headlines are dominated by things like...
By Mike Williams | 22nd May 2019
The Worst of All Possible Worlds
That sure was an ugly start to the week. Didn't anyone tell the machines that Monday's are already bad enough...
By Mike Williams | 21st May 2019
When You Only See What You Already Feel, Think and Fear
Am I the only one with that Groundhog Day feeling? Maybe it's the chop in the markets; the utter breathlessness...
By Mike Williams | 15th May 2019
Cringe and Bear It…
“Train yourself to let go of everything you fear to lose.” – Yoda Just in case you were wondering, this...
By Mike Williams | 9th May 2019
Yet Another Earnings Recession Averted
It’s been two days… Two days of selling - 48 long hours - 2,880 minutes – (and for those keeping...
By Mike Williams | 7th May 2019
Bulls Run Further on Fear
The pre-Summer “Sell in May” crowd is even now prepping to roll out for their annual celebration of terrible things...
By Mike Williams | 16th April 2019
Dancing the Stock Market Salsa
As we (in America) shove the ‘joys’ of ‘Tax Day’ towards the rear-view mirror I think it might be helpful...
By Mike Williams | 12th April 2019
He Who Does Less Wins
Why does the chain of so-called problems faced by investors never seem to end? Don’t believe me? When was the...
By Mike Williams | 10th April 2019
A Bull Market in Pessimism
Even as we collectively continue to brush the emotional dust off all the fears echoed in the Q4 data, the...
By Mike Williams | 3rd April 2019
Bull Market or Bust…
It remains alive and well on any red ink for more than a week, even as we have recovered a...
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