Informing You - December 2007

FESTIVE RETURNS In our monthly communication at this time of year we like to give you something to smile about. Given this year has been so difficult for investors hopefully you'll appreciate these thoughts. Let's start with the...

Informing You - November 2007

DON'T WORRY BE HAPPY In 1988 Bobby McFerrin had a hit with a song called "Don't worry be happy". It was a happy little ditty with a reggae beat, and with lines such as "in every life we...

Informing You - October 2007

SMOKE AND MIRRORS I wasn't aware before Tuesday that Gordon Brown and Alistair Darling are smokers. I am now of the conclusion that they must be, given the "back of a fag packet" Budget that they announced. Be...

Informing You - September 2007

CRISIS? WHAT CRISIS? (Supertramp 1975) Long term investors don't knee jerk. The public and many sectors of the media do. One day it's a crisis. The next day it's not. One day the crowds rip out money from...

Informing You - August 2007

DUTY FREE ANYONE? The current bull market is in many ways like a plane journey. It took off in 2003, and we expect it to reach its destination by approximately 2009/10. Like all long haul flights however, there...

Informing You - July 2007

IT NEVER RAINS BUT IT POURS It seems no matter where you are in the UK weather wise it's been awful, this so called Summer. The only bright spots are World stockmarkets which continue to bamboozle pessimists. In...

Informing You - June 2007

RECORD BREAKERS When I was a child I used to look forward to watching the late Roy Castle hosting a TV programme called Record Breakers. This was in the days when the BBC only started broadcasting at 4...

Informing You - May 2007

10 Reasons not to Sell in May and Go Away Much of the most incisive stockmarket and economic predictions we receive in our research is from Mike Williams in New York. Here are his 10 best reasons for...

Informing You - April 2007

Pie in the Sky "A long long time ago I can still remember how pension promises made me smile. But Brown knew if he had his chance, to increase taxes he'd enhance his ill-earned reputation for a while....

Informing You - March 2007

Short Term Fallers Last week I attended the Cheltenham Festival as a guest of one of the country's leading investment companies. This is the fourth year I have been and it is an occasion that I always look...