The choice for a private investor of when to make strategic comprehensive purchases, sales or changes in operations and remain as rational and unemotionally biased as possible whilst doing so takes concerted effort and diligence. So far in 2026 events are proving their case over multiple points and a view formed in early March, post- […]
The Markets, Middle East, and Me Read More »
Liberation day arrived for the US economy on the 2nd of April 2025 proclaimed US President Trump from his Rose Garden address at the White House. When his administration applied reciprocal tariffs on multiple trading partners. Tariffs were always a key policy tool for his second term. However, commentors questioned what benefits would arise from
Trump Tariffs, AI Hype and Bond Market Realities Read More »
The summer months of 2024 have proved eventful with early general elections in the UK where the Labour party won a large majority on a third of the vote. In France too, a left-wing coalition gained seats in the Assembly Nationale over incumbent President Macron’s centrist UMP. Iran held a presidential election, after the untimely
Summertime Freneticism Read More »
The US economy continues to be in good health, by virtue of a growing GDP and buoyant consumer demand even after recent interest rate increases. The debate of when and how quickly the Federal Reserve will cut them continues. Its tricky dual mandate of maintaining inflation at circa two percent and full employment provides sufficient
A Tale of Two of Cities: The City of London’s and New York’s Financial Markets. Read More »
October 2023’s ‘Higher for Longer: A Cure and a Curse’ blog requires an update to how much longer will central bankers hold interest rates at their current levels before rate cutting begins- for instance, the European Central Bank is expected to start in June. Central Bankers and their economic advisors, along with media pundits, are
Higher for How Much Longer and Steady the Shipping? Read More »
Global Investors, large and small, are grappling with the timely dilemma of when will central banks begin to cut base interest rates from their current levels in combating inflation from the post-pandemic supply shock issues, increase levels of government borrowing, and recent wage demands, especially in countries such as the UK? The Bank of England
Higher For Longer: A Cure and a Curse Read More »
The choice for investing in numerous assets classes, around the world, using a plethora of investment platforms to execute or discuss trades with fellow speculators have increasingly served private investors well so far in the 21st century, despite difficult periods such as the Great Financial Crisis of 2007-9 and through further dips and recoveries since.
FTSE100 up or down- who cares and when to jump ship and move on? Read More »
The Covid-19 pandemic of 2020 has brought a global lockdown that has postponed or cancelled many plans and events, including the European Football Championship and the Tokyo Olympics. It has sadly claimed 679,974 lives so far and climbing with spikes across European countries and numbers climbing rapidly in populous counties like India with strict regional
Living with Coronavirus Read More »
And now the difficult part starts- easing lockdown and restarting economies. After 2 months most countries in Europe, Asia and North America are trying to return to normality or at least a socially distanced one. Other places like Brazil remain in a life and death struggle with this vicious strain of Coronavirus. Read more Notwithstanding
Easing into a Deep Recession: The Agonies of Government in a Post-Peak World. Read More »
I have a holding in Interserve a UK based support services and building contractor. It was until recently one of my larger holdings. From the 2009 financial crisis share price lows of sub 200 pence per share it climbed to peak at over 700 pence per share in early 2014 and has since retreated again
Energy from Waste or Wasted Energy as UK Contractor Interserve Has Found to Its Cost. Read More »
