“Jonathan Davis Wealth Management have saved my wife and me from losing 40% of our net wealth over the last 12 months”

Robert Gaunt - Outsourcing/Offshoring Consultant and Renate Hechter (Sydney Australia) (2009)

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