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Letters from Linlithgow
Letter from America
By Mike Williams | 25th October 2016
Good News? You Can’t Handle The Truth…
The data stream, along with manic headlines seems to be getting grim again. No matter what the announcement is the...
By Mike Williams | 17th October 2016
When the Market Turns ‘All-or-Nothing’
You can always tell when there’s a lot of fear amongst investors in the market, because nothing works. Tuesday of...
By Mike Williams | 11th October 2016
Dear Prudence, The Market is Afraid
Before you know it the Holiday Season chatter will be upon us, even as the media glare on Q3 earnings...
By Mike Williams | 10th October 2016
Beneath the Cloak of Market Fear
Maybe it’s me, but it feels like there’s a set of important jobs number about every four days now and...
By Mike Williams | 7th October 2016
When It’s Neither Boom Nor Bust
The markets have been sloppier this week than most of the averages would indicate. The odds are that many investors...
By Mike Williams | 4th October 2016
No Cure for Market Altitude Sickness
Today’s highlights include; market mind games, fiscal cliffs, the next 35 years on repeat and the same old fears and...
By Mike Williams | 4th October 2016
Market Bubbles Amnesia
Is there an odd cloud rolling over the landscape or am I just seeing things…? Just in Time for Halloween...
By Mike Williams | 23rd September 2016
The Robots Are Coming (No, Not Hillary & Donald)
Here are the financial highlights: Net worth records. Debt/asset % back to late 1980s levels. Oil draws - supplies still...
By Mike Williams | 22nd September 2016
“Big Decisions” That Mean Little to Nothing
Ok, so now we "know" what the US Federal Reserve will do as regards interest rates, which is, uhm, well,...
By Mike Williams | 21st September 2016
When “B-O-N-D” Becomes a Four-Letter Word
When will the dour levels of investor sentiment end? Likely at much higher prices, and with far less than $9...
By Mike Williams | 21st September 2016
The Lighter Side of Market Volatility
Office pools appear split on whether a 25-basis point hike in interest rates will kick-off Armageddon, or a yawn and...
By Mike Williams | 16th September 2016
Market Action vs Correction
The weekend following the 400 point Dow Jones loss was portrayed like Armageddon had suddenly arrived and risk littered every...
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