“It took us three years to find someone to manage our wealth, and we can now sleep at night! ”

Darren and Ruth Johnston (Semi-retired entrepreneurs) (N Wales) (2011)

The Economy archive

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