The weakness of the US jobs report last week bodes well for a continuation of easy monetary policy in the US. As a consequence, weakness seen in the equity markets over the last two weeks is quickly reversing, as is the momentary pick-up in precious metals. Equity prices in the US in particular are of course more expensive than 5 years ago but not too expensive if earnings can hold up…”if”. In any case, with one in four couples currently aged 65 likely to see one partner reach the age of 97, we can all afford to take a much longer term view toward investing in real assets.
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January 5, 2023
The turn of the year is a turn of the page for most. A turn…
January 5, 2023
November 17th won’t go down in anyone’s diary as a date to remember unless they’re…
January 5, 2023
There was a sharp rebound in stocks last month, as US corporate earnings announcements in…
October 10, 2022
UK Prime Minister Liz Truss had barely moved into Downing Street before her new Chancellor’s…
October 10, 2022
More pain to come for equity investors – at least in the short term. While…
October 10, 2022
After a first half-year which was the worst for equity markets in the US since…
September 1, 2022
With the US Nasdaq technology index having fallen 28% from its high on January 4th,…
May 3, 2022
March closed on a note of optimism for equity market investors but April’s stockmarket performance…
January 5, 2023
The turn of the year is a turn of the page for most. A turn…
January 5, 2023
November 17th won’t go down in anyone’s diary as a date to remember unless they’re…
January 5, 2023
There was a sharp rebound in stocks last month, as US corporate earnings announcements in…
October 10, 2022
UK Prime Minister Liz Truss had barely moved into Downing Street before her new Chancellor’s…
October 10, 2022
More pain to come for equity investors – at least in the short term. While…
October 10, 2022
After a first half-year which was the worst for equity markets in the US since…
September 1, 2022
With the US Nasdaq technology index having fallen 28% from its high on January 4th,…
May 3, 2022
March closed on a note of optimism for equity market investors but April’s stockmarket performance…
