“Jonathan has advised us for 5 years and always provided consistent, truly independent thinking with emphasis on capital preservation”

Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent) (2011)

The Economy archive

Millions have less than £100 in savings

Posted by jdavis on October 31, 2016

The Big Picture October 2016

Posted by jdavis on October 31, 2016

£ Sterling

Posted by jdavis on October 31, 2016

Focus on... Government Bonds

Lenders are prepared to accept lower and lower rates of interest as THEY BELIEVE INFLATION WILL FALL OR EVEN WE GO TO DEFLATION.

Posted by jdavis on June 30, 2016

The Big Picture June 2016

2 monthly round up of what you really need to know, in order to preserve and grow your portfolio.

Posted by jdavis on June 30, 2016

The Big Picture April 2016

I expect 2015 to 2018 to be similar to 2000 to 2003, the difference though being interest rates are already practically rock bottom. Think again about that.

Posted by jdavis on April 29, 2016

The Big Picture February 2016

Posted by jdavis on February 16, 2016

The Big Picture December 2015

In The Big Picture I show what is really going on and what informs our thinking. The following is a sample of what I see now.

Posted by jdavis on December 30, 2015

Slower growth in 2016 and possible Recession

GLOBAL MARKETS (not us) suggest a slowing US economy in 2016 and possible Recession.

Posted by jdavis on December 30, 2015

The Big Picture

Posted by jdavis on October 30, 2015

How much does it cost for a degree in the UK

Of course, it's not all about money. But, depending on what University you go to and what course you study, it very well could be. And in many cases it is.

Posted by jdavis on October 30, 2015

The Big Picture

These are some economics and markets stats you must see.

Posted by jdavis on September 11, 2015

What's been and is happening in housing?

No doubt, we will learn over the next few months if the change in the market from buoyant to reversing has been because of fears of what might be after the General Election or because of the national and global economy.

Posted by jdavis on June 17, 2015

Disinflation affecting asset prices

The next time we have a Recession, remember they cannot slash rates as they did in 2009. Thus, in our expectation, the Recession will turn Depressionary.

Posted by jdavis on April 14, 2015

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

Worst Current Account Deficit since 1955

This isn't just bad. It is absolutely dreadful. We haven't exported more than imported since 30+ years ago - not counting very brief periods in the 90s.

Posted by jdavis on December 10, 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

Govt finances - out of control?

Govt finances: are they getting out of control? The cost of the interest on that debt is rising and rising. What does it mean for public services in the near and far future?

Posted by jdavis on October 27, 2014

UK Housing market and house prices

As of now, and for the last several months, the UK housing market has slowed materially and in Central London has turned negative. Yes Central London

Posted by jdavis on October 27, 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

Summer 2014 Economics and Markets Commentary

There have been surprises in economics and markets, such as The European Central Bank reducing some interest rates BELOW 0%, Emerging Markets' shares indices continue to rise strongly...

Posted by jdavis on August 31, 2014

FT: Volatility extinguished by moves from central banks

Posted by jdavis on June 13, 2014

Global house prices

Posted by jdavis on June 12, 2014

Update to Japanese ¥ to Japanese share prices

Sayanora ¥ Konichiwa Nikkei San

Posted by jdavis on May 10, 2014

Only Brits obsessed with Real Estate?

The UK is uniquely obsessed with property ownership that the media push down our throats month in month out? It's quite rubbish you know.

Posted by jdavis on April 15, 2014

Most important financial planning issues from the 2014 Budget

Posted by jdavis on March 29, 2014

China and Emerging Markets

There's been a lot of press and media comment recently on China's manufacturing data and overall economic activity.

Posted by jdavis on February 22, 2014

The Freedom Festival

I am delighted and honoured that we will sponsor the Gala Dinner of the Freedom Festival weekend next month in Bournemouth (14th – 16th).

Posted by jdavis on February 22, 2014

UK Budget AKA Party Political Broadcast

Budgets are NOT about sorting out an economy. They are about winning elections. It is now three years since the last General Election. It is only two till the next one.

Posted by jdavis on March 22, 2013

Festive Markets and Economics Update

Posted by jdavis on December 23, 2011

A brief update

Posted by jdavis on December 5, 2011

Arrivederci Silvio Ciao Mario

Posted by jdavis on November 11, 2011

Tell me again. How do you reduce debt by taking more on?

Posted by jdavis on October 27, 2011

You think I'M bearish...?

Posted by jdavis on October 11, 2011

Printy printy

Posted by jdavis on October 6, 2011

Zig Zag Zig and maybe a further Zag Zig

Posted by jdavis on August 26, 2011

Armageddon or bust!

Posted by jdavis on August 5, 2011

Obama - our saviour

Posted by jdavis on August 1, 2011

US economy gone negative

Posted by jdavis on April 20, 2011

Budget review - The Chancellor Spends a Penny

Posted by jdavis on March 23, 2011

INSIDE JOB - 2011 Oscar winner Best Documentary

Posted by jdavis on February 28, 2011

Investments' and markets' update

Posted by jdavis on January 25, 2011

Video: Jim Rogers, CEO Rogers Holdings @ Thompson Reuters investments symposium

Posted by jdavis on December 8, 2010

Benny and the Jet-propelled printing presses

Posted by jdavis on November 4, 2010

Paraphrasing the Bible: The market moves in mysterious ways

Posted by jdavis on September 27, 2010

Emergency Budget - Hats off to wee Georgie

As we have said many times, now the man and woman on the street finally will know how dire is our position. Society will struggle to stay together ( :( ). Likely, there will be great unrest. Public sector staff will protest (or their union leaders will) even though it is obvious they have benefited greatly from 10 years of Brownonomics – and bankrupted us.

Posted by jdavis on June 23, 2010

Markets, markets, markets

I have had so many conversations recently where I have repeatedly stated other “advisers” find it very easy to have you buy but do they ever attempt to have you sell? Why not? Because they only earn when you are invested. Thus, they are vested interests in markets, property etc. On the other hand, we are as impartial and non-partisan as you could find. We advise you and we want only the best outcomes for you.

Posted by jdavis on April 13, 2010

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

What a Year! Where are we?

Posted by jdavis on December 22, 2008

Where are we after they have nationalised the West's banking system? Wow!

Our clients took action and saved themselves from huge losses.

Posted by jdavis on October 13, 2008

Bear Sterns has gone belly up. Does that affect me?

As you may know, on Friday the 5th largest bank in the US lost half its value and was bailed out by the Fed.

Posted by jdavis on March 17, 2008