Markets begin 2021 at never so high levels – which means they’ve never had so far to fall.
I’m starting the New Year wondering if the Malicious Market Gods have launched the planet on to a new more vomit-inducing loop of the rollercoaster? It feels like we’ve become anaesthetised and insensitive to shock.. The bizarre has become normal and we simply shrug...
Risk Begets Risk: 15 Risk Management Rules To Follow
Not surprisingly, I received more than a few emails chastising me for “bailing on the bull market, which is going higher.” Such is hardly the case. We reduced our weighting in some of the companies which have had substantial gains over the last year. We remain...
Not about Trump anymore!
Markets anticipate a Biden victory. Y’day stocks rose on expectations a clear result will ultimately generate wider stimulus, improve the US government’s Pandemic response and bring predictability back to US policy. The polls say Biden will win a comfortable...
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