Investing archive
Client only markets' update
Posted by jdavis on March 16, 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
Buy the rumour, sell the news
Posted by jdavis on November 16, 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
Food Glorious Food
Posted by jdavis on August 18, 2010
Question: Which is the most important client-only update sent during these last few years? Answer: This one!
Posted by jdavis on July 2, 2010
Stock markets' update
I put it at 1 in 3 that the market will revisit the March 2009 lows. On the S&P, that would be sub 700 (40% down from 1150); on the FTSE that would be some 3500 (we are currently at 5250).
Posted by jdavis on June 3, 2010
Hold the presses - a financial regulator does its job!
This table was in The Economist last Friday. We said, just last Tuesday, that we see UK prices falling c 25-35% and this journal complies with our view with its estimate of 31% overvaluation in Q4 2009.
Posted by jdavis on April 19, 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
Where's a Busby Berkeley when you need one?
Can the market continue rising? Is it more likely to fall than rise? If it rises what are the chances it will then fall to below where we are.
Posted by jdavis on October 6, 2009
The recession is over. Thus, sell shares!
We believe that, after 4 quarters of falling GDP, the next announcement or the one after will show that we have experienced a GROWING economy in the preceding quarter.
Posted by jdavis on August 27, 2009
Is it a bird? Is it a plane? No its Super Equities Man! Up, up and away?
I’m starting to wonder how far it will go. To the end of last year and in March I suggested 40-80% ie to between roughly 4750-5250 on the FTSE 100.
Posted by jdavis on August 3, 2009
Turn Turn Turn (The Byrds 1965)
Well, our current view (and it could change in a week if something major, globally, were to happen) is that this is a minor pullback to be followed by a continuation of the rally.
Posted by jdavis on June 23, 2009
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
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
Sell in May and Go Away, Come Back St Leger's Day
We have been watching closely the mini-rally in the stock market since we turned cautiously bullish in February
Posted by jdavis on May 20, 2008
Is the bear still growling?
Posted by jdavis on February 1, 2008
Super Ben to the Rescue
In our view, there will be a further leg down though we will know more in a while after the market has risen above 6000.
Posted by jdavis on January 24, 2008
Current Investment Markets
HOW PRESCIENT WAS THIS?
Posted by jdavis on September 20, 2007