Investing archive

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