"I've got a message for your friend Jim Cramer. The Fed cannot permanently raise stock prices. The idea that the Fed is going one way or the other, and this...
Read the full note“The stock market is the only market where things go on sale and all the customers run out of the store” – Cullen Roche, Author and Investment Manager Stock and...
Read the full noteLast Tuesday, The People’s Bank of China (PBoC) shook global markets from their relative slumber with a sudden and unexpected devaluation of the Chinese Yuan. The move initially knocked the...
Read the full noteAn unprecedented policy initiative demands a new investment approach. We have written up the bull case for Japan repeatedly in recent years and been invested in Japanese equities for most...
Read the full noteThe second quarter of the year was a stark contrast to the first, with both global economic and geo-political events souring investor sentiments, leading to some increased volatility and overall...
Read the full note“We have to fight for principles. We could maybe set them aside in the short term. But in the medium and long term, we will suffer damage that way.” Angela...
Read the full noteGlobal stock markets recovered from the December sell off when oil and mining stocks led the market down amid fears of a slowing economy as the price of oil stayed...
Read the full noteSo who saw that coming? Well, hats off to the “well groomed” Glaswegian pensioner, who remains anonymous, who bet £30,000 on a Conservative majority at 7/1. A member of the...
Read the full note"Democracy is the worst system devised by wit of man, except for all the others” – Winston Churchill. So the election is nearly upon us and stock and bond market...
Read the full noteCast your mind back to the 2008 crisis. It seemed, the only thing outpacing the unsecured mortgages being underwritten was the speed at which they were being re packaged and...
Read the full noteOver the years, one has learned to be a little wary of putting out bullish investment notes on Japan. The financial writing landscape is littered with the graves of bull...
Read the full note“Whenever people talk about the weather, I always feel certain that they mean something else.” Oscar Wilde. As far as I know, the great Lakeland fell walker, Alfred Wainwright was,...
Read the full noteBreak Up, break out or break down? It’s December 30th 1999, the FTSE 100 has just closed at a record high of 6,950.60. At the time the world was full...
Read the full noteAs a Russian winter bites a new cold war begins. With the crisis in Ukraine potentially tipping back into open warfare and the EU looking to escalate sanctions this is...
Read the full note€1.1 trillion total. €60 billion a month for 18 months. 80% of potential losses to be borne by national banks. 20% of potential losses to be borne by ECB. Option...
Read the full noteA review of 2014 and outlook for 2015. “Spring is the time of year when it is summer in the sun and winter in the shade.” Charles Dickens, Great Expectations....
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