Musings of a fund manager 12/05/21
12th May 21
Two weeks ago, the author commented in this blog, that "Investor sentiment seems to be changing direction, as equity markets' ‘risk on’ momentum would appear to be slowing &nda...
Read More12th May 21
Two weeks ago, the author commented in this blog, that "Investor sentiment seems to be changing direction, as equity markets' ‘risk on’ momentum would appear to be slowing &nda...
Read More10th May 21
As suggested in a previous blog post, I strongly recommend companies target an audience of regular buy-and-holders in order to secure shareholder value. In practical terms, this audience could c...
Read More10th May 21
Since my first post a few weeks ago about Jubilee Metals (LSE:JLP) , the company has furnished the market with a couple of strong positive news items. The first relates to the known Zambian C...
Read More7th May 21
Another central bank has now adjusted the speed of its QE program. Just this week the Bank of England (BoE) tapered its weekly QE purchases to GBP 3.4bln from 4.4bln. In terms of the vote, th...
Read More5th May 21
Today I wanted to write about a quote that is well known in the investment community: Sell in May and go away, don’t come back till St. Leger’s Day Investopedia tells me that...
Read More4th May 21
The foundation of any business should be its core customer base. In my previous life as a locum retail pharmacist, this meant homing in on a limited number of clients from which I secured repeat...
Read More29th April 21
Over the last few years, Metal Tiger (LSE:MTR) has transformed into an investment vehicle with a diversified portfolio ranging from profitable dividend payers to junior companies with explorat...
Read More28th April 21
As one gets older, appetite for risk tends to ease for most of us – the writer included. When it comes to long-term savings, this often leads to investors choosing collective or pooled inv...
Read More27th April 21
I have been an investor of Jubilee Metals (LSE:JLP) for over a decade but I ignored it for much of the last 10 years until it was obvious that the company had got its act together. This indeed...
Read More26th April 21
The price chart of a company is usually the first thing to research. This is about as technical as I will get with it as anything more than this is anathema to the majority of investors. A price...
Read More26th April 21
Investor sentiment seems to be changing direction, as equity markets’ ‘risk on’ momentum would appear to be slowing – notably on concerns that central banks will be...
Read More23rd April 21
This week in the macro markets we have heard from some central banks. The Bank of Canada gave us the biggest surprise. BoC's Macklem kicked off by saying nothing new he stated, "We want to be ve...
Read More23rd April 21
As a long-term regular buyer in Deepverge (DVRG) , how do I use newsflow to gauge how much I should buy? Newsflow is important for long-term buyers as it should give continuous reasons for...
Read More19th April 21
Despite being an active participant in the stock market for 12 years, the last two years I have gone back to basics and experimented with a cost average buying method. This is simply buying shar...
Read More16th April 21
This week has been interesting as there has been lots of central bank speakers and we have been getting lots of clues about what they have planned as the major nations move out of their respecti...
Read More9th April 21
One of the main stories this week has been the rise in gold prices. The yellow metal is currently 1.63% higher for the week and the US dollar seems to be balancing itself out. In regards to t...
Read More29th March 21
What can you do? It is pretty clear that one of the biggest challenges facing people at the moment is the toxic and rather scary combination of interest rates at record lows and stock markets...
Read More26th March 21
In the FX markets, the strength of the US dollar has continued this week. There were lots of central bank talk and one of the key messages was the fact that the Fed say they are not going to ste...
Read More19th March 21
This week in the macro markets was all about the central bank meeting. This week the US Federal Reserve, Bank of England, Bank of Japan, Norges Bank and the Russian central bank all had rate dec...
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