Several events rocked the markets during March: a sudden spike in US 10 year Treasury yields due to the bond market refusing to believe the Federal Reserve can hold interest rates at current levels until 2023; a consequent rapid shift in sentiment from growth (technology with hoped-for earnings) to value (dividend payers with actual earnings…

10 year Treasury yields rose sharply in the US at the end of February, and it caused the technology sector, which is largely priced on the promise of future growth, to experience quite a downdraft. The market is not so tolerant now of companies which are highly leveraged on promise, and if inflation is round the…

Those investing in US stocks over the last 10 months have had an uneasy feeling seeing their investments going up day after day without a pullback. The higher the market climbs without pausing, the harsher the sell-off is likely to be. Such has been the flow of capital from central banks in general but from the…

Look forward to 2021! This should be a good year, with the roll-out of the vaccine, pent-up demand for theme parks, outdoor event attendance and participation, and overseas travel. Peripheral stockmarkets around the world should rise in the same way American and Chinese markets rose last year, although a degree of caution suggests that anticipated…

November was the best month on record for equities across the globe as they averaged a return of 13%. Markets are comfortable with a Biden victory in the US election (resulting in a stalemate between Congress and the Senate thus less likelihood of radical tax changes) and there is expectation of less international trade confrontation….

So, will it be ‘divide and conquer’ Trump or ‘another empty seat at the kitchen table’ Biden? Incredibly, Biden is guaranteeing that “nobody earning less than $400,000 will pay a penny more in taxes” if he gets elected. That only 1.8% of the American population will pay higher taxes seems a very high bar for…

The Lifetime Allowance (the limit of the amount of pension fund which can be accumulated in the UK without incurring an excess charge) is currently £1,073,100. What is not widely understood is that if the allowance is breached in terms of accumulation, no excess charge is incurred until the fund is fully ‘crystallised’ by making plans…

China was responsible for starting the corona virus pandemic last year, and now they’re taking full advantage of the fear and uncertainty being caused across the world as a result of it. The cold war with China started too early to affect 2nd quarter blow-out earnings from leading tech stocks Apple, Amazon, Facebook and Alphabet…

The US Federal Reserve has said it will not raise interest rates until 2023 at the earliest, in an attempt to assure businesses that they will not have to deal with an increasing cost of finance to keep or get their business going in the wake of the covid pandemic.  It is understandable that all…

Sell in May and be an idiot!”, was how CNBC’s Jim Cramer summed up his appraisal of the 4% rise in US stocks last month.  Traditionally, “Sell in May and go away – come back on St Ledger’s Day” has been a decent mantra by which to abide if investors wish to preserve gains made…

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