Recent Posts

  • Miss Liberty, Made In China | Fri 08 Nov 2019

    Topic: Market commentary

    This is a story about ambition, paranoia, and how the investment world will dramatically change if the United States continues on its current path. Trump wants re-election this time next year, and he gets that the stock market is a barometer of his re-election likelihood. Beyond bullying the Federal Reserve to cut interest rates (already achieved, with success), what else can he do to provide the vroom sufficient to fuel confidence in the stock market, or, if that fails, confidence in him? [read more]

  • Following the Herd? Groupthink | Fri 08 Nov 2019

    Topic: Investment research

    Following the investing herd? Your inability to think independently can be dangerous to your wealth. Not surprisingly, you’re not alone. In this blog, we highlight some great examples of this problem and look at the solutions proposed by one of the best independent thinkers of our generation: James Montier.
    [read more]

  • Where are markets heading? | Thu 31 Oct 2019

    Topic: Market commentary

    This note runs a bit longer than our normal blog format but it is worth grabbing a cuppa and having a read through in a quiet moment. It puts a lot of our thoughts in a wider context, which is helpful to stop getting stuck in the nitty-gritty.

    This is the note that we normally send to our advised Dennehy Weller & Co. clients. You’ll recognise that it covers a lot of the same ground but the format is slightly different to what you’re used to seeing.

    Kettle boiled? Grab a seat and read on… [read more]


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