Letter from Linlithgow
2010 - 2009 - 2008 - All previous
2010
ASAM
4 June 2010
Article
Letter from Linlithgow - June 2010
by Alan Steel
"Investors should not lose sight of the big picture" advises Alan Steel
ASAM
8 April 2010
Article
Letter from Linlithgow - Easter 2010
by Alan Steel
Alan Steel gives his 10 point plan for successful investing ......
ASAM
18 February 2010
Article
Letter from Linlithgow - February 2010
by Alan Steel
"Being contrarian is never popular, and it’s uncomfortable for much of the time, but it works."
2009
ASAM
21 December 2009
Article
Letter from Linlithgow - Christmas 2009
by Alan Steel
"The future is bright as long as you follow the Three Wise Men and the Stars ...."
ASAM
29 October 2009
Article
Letter from Linlithgow - October/November 2009
by Alan Steel
Alan Steel thinks it would be helpful to give a few of Warren Buffett's quotes ....
ASAM
3 September 2009
Article
Letter from Linlithgow - September 2009
by Alan Steel
"Statistics still show too little confidence and too much cash on the sidelines. And history tells us that’s probably good news."
ASAM
16 July 2009
Article
Letter from Linlithgow - July 2009
by Alan Steel
“Is everything you believe to be true really so? .... “
ASAM
29 April 2009
Article
Letter from Linlithgow - April 2009
by Alan Steel
“Good news you don’t see in the media.”
ASAM
24 February 2009
Article
Letter from Linlithgow - February 2009
by Alan Steel
“I’d like to share some reasons to be cheerful.”
2008
ASAM
1 December 2008
Article
Letter from Linlithgow - December 2008
by Alan Steel
"The good news is it increasingly looks likely the US economic engine, having been retuned, and redesigned, is no longer mis-firing."
ASAM
4 September 2008
Article
Letter from Linlithgow - September 2008
by Alan Steel
"Please pay little attention to politicians if you can."
ASAM
14 July 2008
Article
Letter from Linlithgow - July 2008
by Alan Steel
"Never make investment decisions based on emotion."
ASAM
12 June 2008
Article
Letter from Linlithgow - June 2008
by Alan Steel
"Here's a little bit of magic."
ASAM
28 April 2008
Article
Letter from Linlithgow - April 2008
by Alan Steel
"It's wise to challenge commonly held assumptions."
ASAM
26 February 2008
Article
Letter from Linlithgow - February 2008
by Alan Steel
"Thank goodness for the generations of optimists who bring us through these times."
2007
ASAM
13 December 2007
Article
Letter from Linlithgow - December 2007
by Alan Steel
“The global boom continues despite experts' worst predictions.”
ASAM
19 October 2007
Article
Letter from Linlithgow - October 2007
by Alan Steel
"When everybody knows, you are looking in the wrong direction. 'Everybody knows' is a decoy. Don’t fall for it. What you should be doing is following those in the know."
ASAM
26 July 2007
Article
Letter from Linlithgow - Summer 2007
by Alan Steel
Alan Steel says global growth and high liquidity will continue for a long time.
ASAM
17 May 2007
Article
Letter from Linlithgow - May 2007
by Alan Steel
Alan Steel said, “It’s probably not a bad idea to nibble away at one or two technology funds if you haven’t already done so.”
ASAM
16 March 2007
Article
Letter from Linlithgow - March 2007
by Alan Steel
Alan Steel said, "The probability is this is a buying opportunity."
ASAM
26 February 2007
Article
Letter from Linlithgow - February 2007
by Alan Steel
Alan Steel said he’d rather back stockmarket gurus than those still piling into property.
2006
ASAM
22 December 2006
Article
Letter from Linlithgow - December 2006
by Alan Steel
Alan Steel said, “If you concentrate on the wrong factors you’ll miss the gorilla in 2007."
ASAM
25 September 2006
Article
Letter from Linlithgow - September 2006
by Alan Steel
Alan Steel says, “Hang on to your hats!”
ASAM
24 July 2006
Article
Letter from Linlithgow - July 2006
by Alan Steel
Alan Steel said, “After the continuing nervousness in the stockmarkets, I thought it’d be helpful to give you some perspective on where we really are and what should be happening next.”
ASAM
19 May 2006
Article
Letter from Linlithgow - May 2006
by Alan Steel
Alan Steel said, “The pessimists think we’re all going down the tubes. I think the opposite.”
ASAM
11 April 2006
Article
Letter from Linlithgow - April 2006
by Alan Steel
Alan Steel said, “This is probably a good time to start thinking about taking some profits in some sectors and switching into today’s unloved areas.”
ASAM
24 February 2006
Article
Letter from Linlithgow - Feb 2006
by Alan Steel
Alan Steel says, “Please be assured we are already prepared to maximise opportunities for our clients before 6 April and after.”
2005
ASAM
28 November 2005
Article
Letter from Linlithgow - Nov 2005
by Alan Steel
Alan Steel said, “Going back to the May newsletter and to last August, world stockmarkets have done very nicely thank you very much since then.”
ASAM
19 August 2005
Article
Letter from Linlithgow - August 2005
by Alan Steel
Alan Steel said, “It seems sensible to back contrarian fund managers. And embrace unconventional thinkers.”
ASAM
8 July 2005
Article
Letter from Linlithgow - July 2005
by Alan Steel
Alan Steel said, “For serious investors the big picture continues to be encouraging.”
ASAM
26 May 2005
Article
Letter from Linlithgow - May 2005
by Alan Steel
Alan Steel says, "So if you want stockmarket investments to out-perform, find contrarian fund managers."
ASAM
1 February 2005
Article
Letter from Linlithgow - Feb 2005
by Alan Steel
Alan Steel says, “Most clients don’t yet have e-mail but would like regular contact. We thought we’d do it in the form of a letter and this is the first one. “
