The Art of the Possible
Image from Wikemedia – by Neide José Paixão Looking at Absolute Return – Can it be Done? A wise old hand once told me that all investors want is protection from inflation; do that, earn your fees and your job’s […]
investment markets
Bonds and Bullwhips
What are bonds for? Not always what you think. And the whiplash of the economy, (the bullwhip effect on all markets) makes recession both inevitable and meaningless. Corporate bonds vs government bonds So, to compare bonds – a corporate bond […]
WHAT DO THEY KNOW OF ENGLAND?
Let us look at tech, private equity and this seeming market bounce, driven by those sectors. The NASDAQ is up almost 10% at 11,320 after a trio of twelve-month lows in the mid 10,300’s, the latest of those lows just […]
PICTURES OF MATCHSTICK MEN
I noted at the end of our last bulletin, that markets are feeling strangely bullish, for a few reasons, which I share. Although only in some places. I still find little attractive in most debt markets. They are cheap, but […]
FEEDING FIDO
International interest rates – what a dog’s dinner! But perhaps also a wake-up call: this is real life – governing for your social media feed does not work. We take a glance, too at the property market. MARKET EVENT OR […]