The Stock Market archive

Client only markets' update

Posted by jdavis on March 16, 2011

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

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

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

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

What a Year! Where are we?

Posted by jdavis on December 22, 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