The 12 Dares Of Christmas

Sick of Bad News yet? The miseries are now scraping the bottom of the barrel. Two examples - BBC online this week had as its main story, "BIRD FLU TERROR ALERT" - which went on to explain that...

Autumn Statement Gloom or The Winds of Change

How long can this go on? How long are investors going to sit like a rabbit in headlights while one day after another all we hear is unadulterated gloom. So things have never been this bad in 70...

Two years older and deeper in debt

You need to look back to gain perspective. And my goodness perspective is something we need right now. So let's go back two years to late November 2009. Do you remember the headlines? Well, here's one from the...

The Benefit of Doubt

As you know our main thrust is we should always doubt the certainty of the consensus of the media and the majority when considering economics and stockmarkets. Hopefully you read my last issue in September - "The Other...

The Other Side of the Coin

Those of you aware of the quality and volume of independent research we collate, and who know we meet regularly with some of the best fund managers around, may appreciate an update of what's what - what's really...

Oh no - Another End of the World is Nigh

Maybe it makes more sense to remember your Granny's advice rather than what Telly and Newspaper experts say. You'll probably remember this - "There's always two sides to every story son"- - - - Seemed sensible to me....

Letter from Linlithgow - June 2011

MARCHING ON, BUT PAUSING FOR BREATH Despite overwhelming evidence from past centuries showing economic progress moves cyclically, and not in a straight line, experts and investors become nervous, sometimes suicidal, when things don't look perfect. The more you...

Upside down

UPSIDE DOWN In March I spent three weeks upside down paying a first ever visit to Australia and New Zealand. Believe it or not the New Zealand part of the trip was to Christchurch and, since I got...

Broccoli and Chocolate (1)

Broccoli and Chocolate Over the years the odd book has contained information or ideas that have changed my life. And John Naisbitt's "Megatrends" back in 1982 is definitely up there with the best of them. You may not...