“As new clients of Jonathan Davis Wealth Mgt we held them in very high regard. This has increased as our relationship has developed. ”

Brian Norman (Mgt Consultant) and Brigit de Wever (Languages) (2012)

Commodities archive

£ Sterling

Posted by jdavis on October 31, 2016

Focus on... Gold

How much do you have invested in gold, silver and mining shares? I'll wager it isn't enough.

Posted by jdavis on April 29, 2016

Focus on... Oil

We've already had a huge crash. Can oil fall much further? Sure. Is it likely? No.

Posted by jdavis on December 31, 2015

Focus on... gold mining

There is extraordinary value in Gold mining shares.

Posted by jdavis on October 30, 2015

Focus on oil investing

Buy Low.

Posted by jdavis on September 11, 2015

Do what Alan Sugar does: Buy cheaply.

Buying quality global assets cheaply is one of our primary investment philosophies. Do it with enough and you can make a strongly positive contribution to your wealth, given sufficient time. And who doesn't have a few years? If you don't you shouldn't be investing!

Posted by jdavis on June 17, 2015

Oil and energy investment opportunities

In late March we invested into Global Energy shares and we increased our investments in Emerging Markets' shares. The former is already up around 12% and the latter 7%.

Posted by jdavis on April 21, 2015

Commodity prices and Russia

Why is no-one talking about Russian stocks as buys? Because investors seem to only want to buy expensive assets. Too funny. And detrimental to wealth creation/preservation.

Posted by jdavis on December 24, 2014

But we haven't had sustained Deflation for decades!

It seems to us that Deflation is something we will all get used to. We haven't experienced it sustainably for decades. And THAT is the issue. Everyone assumes that what has been will be always. And THAT is what we have been trying to get people to see as nonsense for years.

Posted by jdavis on December 24, 2014

US Treasuries

Nearly a third of advanced countries (or those which seek to be advanced) are right now in deflation.

Posted by jdavis on November 7, 2014

DISinflation leading potentially to DEflation

Central bankers, bankers and politicians hate Deflation. Look at all that debt which would accumulate in real terms. Of course, the people would benefit greatly from Deflation. Business costs would fall. Living costs would fall. The Government and the Bank of England don't want you to experience falling prices. You Couldn't Make It Up.

Posted by jdavis on October 27, 2014

Food Glorious Food

Posted by jdavis on August 18, 2010

It was the best of times. It was the worst of times. What a difference a ‘week’ makes.

From a view with just 25% conviction a few weeks ago i.e. that ...the stock market... would rise ongoing, we have come to the conclusion that we have seen the bottom.

Posted by jdavis on March 20, 2009

2008 and 2009: Years of return OF capital, not necessarily return ON capital

We are close to a major turning point in the stock market and during the weekend I considered very carefully what action to take.

Posted by jdavis on February 2, 2009

Is the bear still growling?

Posted by jdavis on February 1, 2008

Current Investment Markets

HOW PRESCIENT WAS THIS?

Posted by jdavis on September 20, 2007