News Letter

Bedrock’s Newsletter for Friday 8th of March, 2019

 Friday, 8th of March 2019 “Kites rise highest against the wind, not with it” – Winston Churchill   ________________________________________   Stock markets have fallen back this week, with US indices down every day so far. For the S&P 500, it is only the second time weekly returns have been...

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Bedrock’s Newsletter for Friday 1st of March, 2019

 Friday, 1st of March 2019 “He is not a Pashtun who does not give a blow for a pinch.” – Pashtun Proverb   ________________________________________   Markets were broadly negative this week in the face of unnerving developments in Asian geopolitics and after the White House offered conflic...

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Bedrock’s Newsletter for Friday 22nd of February, 2019

 Friday, 22nd of February 2019 “The best lack all conviction, while the worst Are full of passionate intensity.” ― William Butler Yeats   ________________________________________   Markets continued their merry rise this week as confidence builds that Presidents Trump and Xi will reach a c...

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Bedrock’s Newsletter for Friday 15th of February, 2019

 Friday,  15th of February 2019 “When you surround an army, leave an outlet free. Do not press a desperate foe too hard.”   ― Sun Tzu, The Art of War   ________________________________________   Markets have returned to form this week, after a brief wobble at the end of last. The shine ha...

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Bedrock’s Newsletter for Friday 8th of February, 2019

 Friday, 8th of February 2019 “There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know,” ― Rolf Dobelli, The Art of Thinking Clearly: Better Thinking, Better Decisions   ________________________________________   What is it with the change i...

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Bedrock’s Newsletter for Friday 1st of February, 2019

 Friday, 1st of February 2019 “Life can only be understood backwards; but must be lived forwards” – Kierkegaard   ________________________________________   The last trading day of January is over, and the wall of green figures on exchanges around the world is a welcome respite from the to...

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Bedrock’s Newsletter for Friday 18th of January, 2019

     Friday, 18th of January 2019 We are now past mid-month, and what a month difference makes! Exactly a month ago, equity markets around the world were in free fall, and with no end in sight. Panic was setting in, volatility hit multi year highs, and 90% of marketable assets went down in sync...

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