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Letters from Linlithgow
Letter from America
By Mike Williams | 22nd August 2017
Did You Miss the Market Correction?
For the final few weeks of August here are a couple of thoughts: It’s slow There’s no volume There are...
By Mike Williams | 22nd August 2017
Blinded By the Light?
Webster’s Dictionary defines the word “Doldrums” as: A spell of listlessness or despondency; a part of the ocean near the...
By Mike Williams | 21st August 2017
If That’s The Way It Goes, Which Way Are You Headed?
Even though it’s August (and things should be boring) it somehow feels like the world is ending. Blood pressures are...
By Mike Williams | 17th August 2017
And The Beats Go On
Here’s what a lot of folks out there just don’t understand. From Zacks Charts: The first chart above highlights the...
By Mike Williams | 16th August 2017
The Market’s $2 Billion per week Habit
In a recent WSJ interview, Mark Hulbert, an expert at watching sentiment trends in the investing arena, was quoted on...
By Mike Williams | 14th August 2017
The Market’s Not So Endless Summer
The corporate earning’s season is now mostly over. But with 10 of the sectors complete, of the 52 S&P 500...
By Mike Williams | 8th August 2017
About the Swoons of Summers Past…
They call them “black swans” for a reason. They come out of nowhere. And they don’t happen when everyone is...
By Mike Williams | 7th August 2017
Time Controls Risk, Everything Else is Marketing
"The human element in the investment game is unchanged throughout history....it remains fundamentally elusive to those who would seek to...
By Mike Williams | 3rd August 2017
The Summer’s Slow Moving Market Waves
The Q2 growth we’re seeing, confirmed in earnings, is broad-based and not dependent on one or two sectors. This year,...
By Mike Williams | 1st August 2017
Rumours, News & Other Distractions
Well that was timely. A few weeks back we focused in these notes on the near-term risk of the "buying...
By Mike Williams | 31st July 2017
Not-So-Sweet Emotion
Just remember this: If investing, building wealth over a lifetime or preparing for and/or managing a pleasant, fun-filled, relaxing retirement...
By Mike Williams | 31st July 2017
ETFs – Nothing is Certain or Obvious
Howard Marks recently posted a report for clients that echoes what we’ve discussed here for many moons as regards the...
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