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January 16, 2018

Tuesday 16th January 2018

ref :- "Bond sell-off and soaring euro take centre stage" , The Financial Times , Markets and Investing

Well, not so much a review .... more a quick resume of the dominant themes for investors so far in 2018  --  or three of them at any rate (th...

January 12, 2018

ref :- "Watch the bond market, not equities" , Comment by Gillian Tett in the Financial Times.

On Wednesday we brought up the question of whether  a significant rise in bond yields might cut the legs from under the stock market, as Jeff Gundlach believes it will in the...

January 10, 2018

On the run again today but just quickly ..... we've landed on the FT's round-up but all this morning's reviews lead with yesterday's actions by the Bank of Japan that not entirely surprisingly look to have caught the markets slightly unawares.

Of all the world's central...

January 9, 2018

We all know how profitable it can be for investors to spot a trend forming, to get on board early and ride it to rich returns. Depending on how long the trend lasts, you can play with profits (the market's money, as they say) to maximise rewards and you don't run the r...

January 5, 2018

Ever get fed up with the Brexit thing ? At the risk of appearing thoroughly unprofessional, we have to confess that we sometimes feel a bit that way. In particular, since the jury is still out on the matter the "Brexit Blues" theme can get a little wearing. Even while...

January 3, 2018

According to Wikipedia, the most likely origin of the old proverb "The road to hell is paved with good intentions" is an observation by the French abbot St Bernard of Clairvaux. Since the old boy was doing his thing in the early-to-middle part of the 12th Century, it's...

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