Letter from Linlithgow - Christmas 2009

Hope and Goodwill to All There can't be too many people unaware of the Christmas Story. You know - it's the one with shepherds in the fields looking after their flocks, a family without hotel accommodation, the Stable,...

Buffetted

It seems that many of you watched the Evan Davis interview with the Sage of Omaha, Warren Buffett, on BBC 2 on the evening of 26 October. As you probably know Warren Buffett is the only person in...

Back to the Future September 2009

As I write this at the beginning of the month, if we are to believe pundits, it's going to be the worst month of the year. It wasn't too clever last year. I can well remember the sleepless...

Golden Rules

When the pace of change is so frantic, investors who can step back from the fray long enough to question their actions and truly examine their investment strategies, are those who will come out on top over the...

Tunnels and Light Part 2

"Good news you don't see in the media." In the previous issue written on 24 February, I listed many solid indicators suggesting stockmarkets were likely to rise imminently. The final paragraph read, "I appreciate we are sounding like...

Tunnels and Light Part 1

Letter from Linlithgow - February 2009 "I'd like to share some reasons to be cheerful" We know there's bad news out there. But any good news is buried. Currently all focus is on politics especially the US. You...