Friday, 11th of January 2019 It is the first Newsletter of the year and first, we would like to wish all our readers a very happy, healthy and successful new year! Finally, the day after Christmas, Santa woke up and brought this long-awaited respite in the brutal correction that happened...
Friday, 21st of December 2018 It is Friday, the last one before Santa Claus is scheduled to arrive from his abode in the Nordics. “His” classic rally has a day and a half to materialise… and a few more till the new year. As Gatwick airport has reopened after the drone threat of yesterd...
Friday, 14th of December 2018 Friday again, inching closer to year-end and the close of what has been a rather strange year where much movement made little sense. Although the futures are indicating a lower opening for equities, we remain hopeful that Santa will be able to restart his engin...
Friday, 7th of December 2018 Friday again and we are closing-in on the last stretch of trading for 2018. Very unusual markets across all asset classes. Some perspectives are required here. The DJIA which closed yesterday at 24,947 had opened the year at 24,809. Only a 0.50% move and a pos...
Friday, 30th of November 2018 With all the market movements and political noise, we did not notice that, yet another month has gone by. Yes, November is expiring today and believe it, we will all be in December on Monday. A truly meaningless observation but it is THE holiday season. We are ex...
Friday, 23rd of November 2018 It is November, Friday, and Thanksgiving, with its usual Black Friday frenzy for shoppers and companies alike… well, if we look at markets, there was more to be not so thankful for in the past few weeks…. Between Brexit angst, US-China trade war saga, Fed int...
Friday, 16th of November 2018 From very close we see it is Friday again, step back a little and we realise it is mid-November. Another step back and this perspective shows us we are closing in on year-end and another Christmas. Didn’t we just discuss Q3 earnings? Yes, time flies by all of u...
