Our Advice archive
Buy the rumour, sell the news
Posted by jdavis on November 16, 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
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
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
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