Tag Archives: Equities

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

Posted in Uncategorized | Tagged , , , , , , , , | Leave a comment

Seminal leaders in finance thoughts for 2016

OK, so not quite a seminal leader thoughts, but my own musings on the year gone by and the year to come, the very fact you clicked on the link however will further prove my theory on Trump ’16, keep … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , | Leave a comment

We need a new normal

Yesterday was an important day, the first signal from the US FED that they are willing to reduce and if possible remove altogether stimulus for the economy. There has been much said about tapering back of purchases of bonds over … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment

Global Snapshot: Where are we?

Thought I would post a little update now that we are firmly into Q2 as to where we are at in terms of the global picture. Quarter 1 was a hugely busy quarter in all economies and asset classes with big moves … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , | Leave a comment