Dazed and confused This probably sums up how most of us are feeling at the moment. This was a headline on Bloomberg on Wednesday and captures the mood... read more →
After a lengthy update last week, I’ve decided to keep matters reasonably brief this week as I don’t want to repeat much of what I’ve already said. It does... read more →
With everything going on in the world, it’s no surprise that many investors are uncertain as to what path to take. David Kelly, the Chief Global Strategist at JPMorgan... read more →
I thought I would start with some good news this week regarding UK gilts. A fall in borrowing costs has helped yields fall back to a similar level to... read more →
“I don’t like Mondays” Boomtown it’s not been on the last couple of Mondays. We had the technology reversal due to DeepSeek last week, and this Monday, growth... read more →
What a week for AI technology stocks! On Monday, circa 17%, $600 billion, was wiped off Nvidia with many other specific stocks falling by up to 40% in one... read more →
