Friday, 9th of November 2018 November started on a much rosier note than the month of October. Already the 2 last days of October reversed the negative direction in worldwide equity markets. Then last Friday, markets were reassured with a strong job report out of the US, which showed unemploy...
Friday, 2nd of November 2018 We are into November. At last, out from the nasty storms of October. Clearly a month best forgotten. The adage “Sell in May and go Away” whilst often wrong, it does rhyme. “Sell in September and go in a Slumber” may well have been better advice… The problem...
Friday, 26th of October 2018 It is the last Friday of October, a month notorious for humbling investors and markets. This October has only added to this notoriety… As Q3 earnings parade keeps rolling-in, we feel vindicated that as we had expected, results are both better than had been expected ...
Friday, 19th of October 2018 We are closing-out a nasty week… Another one, where fears of rising interest rates, brewing political conflict between the USA and Saudi Arabia and further commercial ‘misunderstandings between the USA and China are spreading jitters with the global investors th...
Friday, 12th of October 2018 Hurricane season is clearly not over… As a natural one slams into the Florida panhandle, another, man-made storm slams into Wall Street (and then everywhere else). Whilst we have some understanding as to hurricane formation and timing, we really pain to explain t...
Friday, 5th of October 2018 First Friday of October, a month notorious for excitement, if one equates rollercoasters with excitement… This 2018 start sure looks to be a “good one”… Oil jumped to the highest level in nearly four years as a slowdown in American drilling added to concern ...
Friday, 28th of September 2018 End of Q3 is today for the markets, as it is the last trading day of the month. Basically, we can summarize the quarter as continuing to be good for US equities, with all 3 major indices hitting record highs, and vastly outperforming other European markets and ...
