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Value at last???

​”In the middle of every difficulty lies opportunity” (Albert Einstein”)So another month has been and gone and as we enter December, historically the month with the best performing markets, we reflect on November and saw some of those unjustified losses being clawed back. The US still leads the way, with Brexit affecting both UK and…

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Fall before the rise??

“The True Investor welcomes volatility.. a wildly fluctuating market means irrationally low prices will be periodically attached to solid businesses” (Warren Buffet)So during the month of October, a not unexpected sell off in the markets and more specifically tech has seen the largest one month slide of 2018, giving the Panic Monkeys and Doomsdayers a…

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Bloke down the pub said….

​”Some people have called me lucky, but its strange because the more I practice, the luckier I get”  (Gary Player).Another month has passed and after a rather uncertain first half of 2018, it would appear that confidence in the markets has returned with all the major indices in positive territory for the month of July. As has been…

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Want a bet on that??

​”Those who have knowledge don’t predict, those who predict don’t have knowledge” (Lao Tzu)Its half time in 2018, and after a two month break, the monthly  market update is back. The reason for the hiatus was that I have now moved from Offshore Investment Brokers to Tenzing Pacific www.tpim.co.  So the raw data for June / YTD…

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Dedication’s what you need…..

“To succeed jump as quickly at opportunities as you do conclusions” Benjamin Franklin ​ Happy New Year everyone…..so 2016 has come to an end and we head into 2017. It has been a while since we have had a year with so much to talk about. Whether it be the people’s choices going against “expectations” (as I…

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Crash Time?

There cannot be a crisis next week, my schedule is already full (Henry Kissinger)​So it’s half time in 2017 as the month of June passes us by and we head into the second half. Although we saw a little pullback in a couple of the major indices, most notably the FTSE, 2017 remains very positive…

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TURN & FACE THE STRANGE..CH CH CHANGES

“Intelligence is the ability to adapt to change” (Professor Stephen Hawking) ​So November has been and gone and Donald J Trump has gone and got himself the job. As you know with my previous blogs, predicting what will happen in the future is a futile exercise. A GBP5 wager on a treble 18 months ago which…