“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)

Government Bonds archive

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 February 2016

Posted by jdavis on February 16, 2016

Focus on... stock markets

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

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

The case for investing in Government Bonds

Our clients have been increasingly heavily invested in one of the stars of investing successes of 2014. We see every reason for this to continue in 2015 and perhaps 2016 too.

Posted by jdavis on February 19, 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