“Prediction is very difficult, especially if it is about the future.” – Niels Bohr Friday 5th March, 2021 ________________________________________ It has been a choppy period for markets since our last newsletter two weeks ago, with a rise in interest rates being the dominant narrative. The...
Friday, 19th of February 2021 “Like Liberty, gold never stays where it is undervalued.” – John S. Morrill ________________________________________ Rates are rising in America, as long-dated treasury bonds in particular sell-off and investors rotate into riskier assets expected to benef...
Friday, 5th of February 2021 “Without data, you’re just another person with an opinion.” – W. Edwards Deming ________________________________________ Price volatility has returned to equity markets in the past two weeks, as retail investors active on online message boards took on major eq...
Friday, 22nd of January 2021 “When the winds of change blow, some people build walls and others build windmills.” – Chinese proverb ________________________________________ President Trump is no more. The architect of America First departed the White House for the last time on Wedne...
Friday, 8th of January 2021 “No beast is more savage than man when possessed with power answerable to his rage.” – Plutarch ________________________________________ Welcome back to all our readers! To those who took time off with the family over the past two weeks, we hope that you ...
Friday, 18th of December 2020 “You never know who’s swimming naked until the tide goes out.” – Warren Buffett ________________________________________ Global equity markets have returned to the positive trajectory they were on before last week’s wobble. Ahead of the Friday sess...
Friday, 11th of December 2020 “We know what happens to people who stay in the middle of the road. They get run over.” – Nye Bevan ________________________________________ Global equities lost some momentum this week, as investors took profits after six weeks of giddy market gains. T...
