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Letters from Linlithgow
Letter from America
By Mike Williams | 24th May 2018
Because No One Wants to Get Rich Slowly
There’s been rising chatter about a lack of liquidity in the markets. Folks, we’re not even close. The next bear...
By Mike Williams | 23rd May 2018
The Space Between Headlines and Facts
Far above the Armageddon-like media coverage the America’s economy is, as we used to say, “Smokin'." By example, KPMG recently...
By Mike Williams | 17th April 2018
The Game of Doubt
Investing for the long-term, while successfully accumulating wealth, will be one of the toughest games you’ll ever play. The journey...
By Mike Williams | 12th April 2018
Market Volatility Breeds Doubt
When it comes to the threat of war, the difference between today and 25 years ago is that cameras and...
By Mike Williams | 10th April 2018
Investor Rope Burns
Anyone hoping we might start Q2 more quietly than we ended Q1 on the volatility front has been rudely awakened...
By Mike Williams | 3rd April 2018
About that Financial Quarter from Hell...
Investors, they are leaving, again. They will be back. And when they do, we will be here. We will be...
By Mike Williams | 29th March 2018
You’re Getting Skewed
When investors try and mix political views with market reality they’re in for a whole lot of frustration and political...
By Mike Williams | 27th March 2018
Voting vs Weighing
Billionaire Warren Buffett has said many times: “In the short-term, the stock market is a voting machine. In the long-term,...
By Mike Williams | 26th March 2018
A Stock Market Stinger
In medical terms, a “stinger” is a neurological injury suffered by athletes, mostly in high-contact sports such as ice hockey,...
By Mike Williams | 23rd March 2018
In The Long Run
Easily forgotten is the barn-burner earnings season of Q4, 2017, as the Q1, 2018 session starts in just a few...
By Mike Williams | 22nd March 2018
In The Harsh Light of Market History
And so the flow of stock market-focused red ink continues. But the recent return of volatility is neither new nor...
By Mike Williams | 21st March 2018
If You Gaze Long Into the Abyss…
Virtual reality (VR)? Never mind the big goggle headsets; it’s already happening with every click you make. Consider Steven Spielberg’s...
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