A mixture of messages As a youngster, our mum would occasionally treat us with a bag of “pick-n-mix” from the sweets counter at the old Woolworths. I say treat; we didn’t get to choose. I loved jelly babies, but the liquorice all-sorts were horrible. I seem to remember the weather being glorious when we went…. Read more »
Peaking, plateauing or dimming – and how about that war? Considering the sheer volume of geopolitical war talk, it might seem surprising that stock markets ended the week up, not down. The reason for this is most likely that the probabilities for an actual trade war between the US and China are seen as reducing,… Read more »
Could do better April and the second quarter of 2018 carried on exactly where March and Q1 had finished – volatile. The financial media made a big story out of the fact that markets had not opened the second quarter as poorly since 1929 – mostly missing to mention that the 2-3% April 2 decline… Read more »
End of a stormy first quarter Investors might think it appropriate that the first quarter of the year should end with a damp Easter bank holiday weekend (at least in the UK). After a pleasing last quarter of 2017, investors enjoyed what we refer to as a ‘melt-up’ in stock markets during January. Global growth… Read more »
Now we know it’s risky Equity markets have taken a turn for the worse following the US’ probable imposition of “section 301” tariffs on China. Undoubtedly, events that increase uncertainty about the likely path of profits are bad news for any company’s share price. In a sense, given that the likelihood of President Trump’s action… Read more »
