There are always worries…so just embrace it

There are always worries…so just embrace it

‘Don’t worry about the world coming to an end today. It is already tomorrow in Australia’ – Charles M. Schulz What a last week. More trade angst as the war of words spills over into more tariffs, a German government that is wobbling, higher US interest...
The art of deal

The art of deal

‘You pray for rain, you gotta deal with the mud too. That’s a part of it’ – Denzel Washington You can buy Donald Trump’s book ‘The Art of the Deal’ online for the equivalent of a couple of cups of coffee. In terms of what he writes you can get the gist by...
A record level for the FTSE-100 index

A record level for the FTSE-100 index

‘Congratulations. I knew the record would stand until it was broken’ – Yogi Berra I kind of feel the same way about records as Yogi Berra does in the quote above. The biggest influence on stock market records is typically not economic growth (although that...
Elephants can gallop

Elephants can gallop

“Words are cheap. The biggest thing you can say is ‘elephant’ “ – Charlie Chaplin I am sometimes asked why I bother with large capitalisation shares. After all – so the theory goes – they are so large as to be impossible to really...
Deal frenzy!

Deal frenzy!

Our passion and principals are constantly in a frenzy, but begin to shift and waver, as we return to reason’ – Laurence Sterne Most investors like deals because a takeover or merger as well as a spin-off or a disposal suggests a level of dynamism from a...
That time of the quarter again

That time of the quarter again

“Those who think, Present” ― Aayush Jain It is that time of the quarter again for two reasons. The first is that the flood of corporate earnings results – from all around the world – has started and that means the next month or so is going to be very busy....