Friday, 4th of December 2020 “Life cannot subsist in society but by reciprocal concessions.” – Samuel Johnson ________________________________________ The extraordinary global equity rally that began in early November showed few signs of breaking down this week, with US indices hitt...
Friday, 27th of November 2020 “We have two classes of forecasters: those who don’t know and those who don’t know they don’t know.” – John Kenneth Galbraith ________________________________________ Equities continued to run-up this week, as investor sentiment turned increasingly bullis...
Friday, 20th of November 2020 “Economic progress, in capitalist society, means turmoil.” – Joseph A. Schumpeter ________________________________________ Equities continued to power higher this week after the US biotechnology company Moderna on Monday announced that its covid-19 vaccine ...
Friday, 13th of November 2020 “To lose patience is to lose the battle.” – Mahatma Gandhi ________________________________________ There has been considerable churn within and across equity indices this week as investors grapple with how best to respond to the impending Biden Presiden...
Friday, 6th of November 2020 “This process of election affords a moral certainty that the office of President will seldom fall to the lot of any man who is not in an eminent degree endowed with the requisite qualifications.” – Alexander Hamilton ________________________________________ ...
Friday, 30th of October 2020 “I think if this country gets any kinder or gentler, it’s literally going to cease to exist.” – Donald Trump ________________________________________ Equity markets sold off sharply this week as the coronavirus continued to spread rapidly in Europe, the US,...
Friday, 23rd of October 2020 “The darkest hour is just before the dawn” – Thomas Fuller ________________________________________ Markets traded sideways this week as European countries in particular lined up to impose fresh curfews, lockdowns and other draconian restrictions on an incr...
