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Into the Roaring 20s…?

​”Out of Complexity, Find Simplicity” (Albert Einstein)Happy New Year. As we welcome 2020 we also welcome a new decade. The last 20s  was somewhat defined by the stock market which led to both the most exciting and fun decade ever to years of post decade depression. Of course we live in a very different word today…

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So What Did you buy?

​”Customers shouldn’t think of your business as a place to buy a product or a service. It should be a fun place to be” (Richard Branson)So November comes to an end and only one more month until we wave goodbye to the year and enter a new one. Not only that a new decade…so been…

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Back to the new normal?

​”Behind every stock there is a company, find out what it’s doing” (Peter Lynch)So as we enter our second month of lockdown in most parts of the world and as the Covid fight continues, the April bounce back was pretty exceptional for most markets, raw data being                    …

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Calm before the storm…..

“Diversification may preserve wealth but concentration builds wealth” (Warren Buffet)July seems to have whizzed by. Despite seeming a fairly benign month for stock markets, most days on the S&P seeing less than 1% movement, other markets had a bit more bounce. China and Emerging Markets in general benefitting from the upside , with the FTSE getting…

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Do you always get what you pay for?

​”Quality is remembered long after price is forgotten” (Aldo Gucci)So half way through a year that seems to have lasted forever and whilst we are still not completely “out of the woods” in respect of Corona Virus, we can at least see the exit. Markets continue their recovery post March crash with data being …..

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Suits you sir…

​”An Investment in Knowledge pays the best Interest” (Benjamin Graham)The first month of the new year / decade comes to an end. The background noise of Brexit and Impeachment is still there but as has been the case, has had very little impact on markets. But now we have Coronavirus…a world pandemic??…market performances for January..  Jan…

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Entering the Unknown

​”A pessimist sees difficulty in every opportunity; an optimist sees opportunity in every difficulty”     (Winston Churchill) In the four years that I have been writing this monthly update, never has there been a time quite like this. Covid 19 and the repercussions  this dreadful pandemic are causing worldwide still remain deeply unsettling and uncertain.  Uncertainty…

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When China sneezes, the rest of the world catches…?

​”Fear and Panic are two separate emotions, Fear’s healthy, Panic’s deadly” (Frosty Hesson)As time goes on, records are always going to be broken and while its nice in recent times to be talking of all time market record highs, 2020 and February in particular have seen some market falls, cumulating in the largest single day drop for…

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Keep it simple…

​”Know what you own and know why you own it” (Peter Lynch)Quarter 2 for 2019 is over and after a difficult May , the markets in June had a great month, in fact the best since 1955 culminating in the best 6 months the S&P has had this century, 1997 being the last time S&P…

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What’s that in Sterling??

​”It’s not whether you are right or you are wrong, its how much money you make when you are right and how much you lose when you are wrong “(George Soros) Firstly apologies for the monthly update being late this month. Busy travel schedule and other commitments meant simply couldn’t find the time until today..will be…