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 »
This part of the blog series on the political ascendancy of the professional and managerial classes (PMC) shall comment on the return of Donald Trump as 47th President of the USA and the reaction to the result, and future challenges ahead. Introduction It shall refer to the politically influential left leaning (or liberal in US
Worrying Times for the Old Global Order as Trump Returns? – Part 1 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 »
Despite economic concerns over issues such as inflation and rising interest rates, geo-political tensions and hostilities, the world’s largest economy has just had its gross domestic product growth revised up to 5.2% for period from July to September 2023, according to the Daily FX website. The Financial Times (2023) initially reported the story at the
That’s Resilience for You: US Q3 GDP Growth Revised Up from 4.9% to 5.2% 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 »
Since the January 2022 blog, a rather lot economically and geo-politically has occurred, namely war in Ukraine which has given cause or excuse to global inflationary concerns with rising food and commodity prices. Fuel bills soared in 2022 with prices caps being introduced the alleviate consumer concerns. Prices for gas have since fallen although UK
A Fresh Look: How to navigate 21st Century Challenges For A Private Investor 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 »
