Insights
Economic Tricks - The Ibiza Mix
In January 2002 only 4 months after 9/11, investing in shares still didn’t look like a great idea. The Dotcom...
Reading the Economic Tea Leaves
Despite the recent ‘better than expected’ revised US GDP figures, the growth rate is still paltry as we work through...
Why You Can’t ‘Time the Market’
In case anyone wants to know, I’ve tracked down the license plates from that black swan-laden fleet of trucks that...
Bull vs Bear
The market’s back and forth movement continues. Last week, after the US Fed minutes were released buyers slowly dipped their...
With a little bit of luck
Imagine the scenario. There are two fund managers, both of whom have demonstrated their expertise by producing well above average...
The Coffee Can Portfolio
Back in early December 2014, the markets hit highs of 208.47 on the SPY (the broader market ETF). Approaching mid-May...
Dislocation and Doomsday Clocks
Note the increasing use of the term "dislocation" in investor circles. It's the latest of the new Wall Street buzz...
The Pile On Effect
I must admit, the stockmarket's activities over the last few weeks would suggest that any move towards mustering a positive...
Twenty Five Years of CNN
On Sunday as a treat as you do when you're older we drove to a local Garden Centre to top...
Absolute Nonsense
Letter from Linlithgow - September 2013 In the previous Letter From Linlithgow, sent out just before Fran and I jumped...
A MATTER OF TRUST
It is remarkable how the reputation of banks has been battered particularly over the last years. From the packaging of...