Category Archives: Uncategorized

Timing is everything II

A quick one for once ….. I wrote before how timing is everything – obviously hard work is a major factor of success but timing is everything both good and bad. Imagine if you will you became president of America. … Continue reading

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Trade the narrative but dont buy into it

Narratives are all around us – none more so than the equity market in which I am but one of many participants. Narratives or as many of the synonyms above like- tales, stories, portrayals etc etc can be very entertaining and … Continue reading

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Be long change

“To sum up, it is not volatility that scares good investors, its the opposite – calmness. Calmness indicates you are with the herd, and while that can be comforting at times, it ultimately leads to some very scary moments and … Continue reading

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A brief foray out of hibernation

I will try to be brief here but a few¬†bearish¬†charts to look over and just have a think. Corporate buybacks Capital goods orders Restaurant performance index US personal savings First a lot has been said about corporate buybacks and how … Continue reading

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What has monetary policy done for you lately?

Monetary policy has dominated our thoughts in financial markets for longer than I care to remember now, at first no one really knew what quantitative easing was. Then slowly but surely we all learnt that all it simply meant was … Continue reading

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A few thoughts from the sidelines

Let me start by saying I have no horse in the race if UK chooses to leave or remain in the EU. I am Irish and currently residing in Switzerland. It is unlikely that Ireland will leave the EU in … Continue reading

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What is a bear market squeeze?

“I shall not today attempt further to define the kinds of material I understand to be embraced within that shorthand description [“hard-core pornography”], and perhaps I could never succeed in intelligibly doing so. But I know it when I see … Continue reading

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