Category Archives: Uncategorized

Should investors be shopping for income at Sainsbury?

A tail of woe in the supermarket sector UK Food Retailers have been battered of late – the main culprits being: The lack of UK households’ purchasing power, with inflation consistently running ahead of wage growth; The rise and rise … Read More

Posted in Equities, Equity income, Retail, Uncategorized, Value Investing, Yield | Leave a comment

Japanese experience cautionary for Eurozone QE enthusiasts

Japanese monetary trends continue to defy the predictions of QE supporters. The Bank of Japan (BoJ) bought ¥70 trillion of government securities in the year to April, equivalent to 15% of annual GDP and 6% of the M3 broad money … Read More

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Rates are NOT rising!!!

For months I’ve noted that ‘everyone’ has been saying interest rates would soon rise.  After all, they said, the Governor of the Bank of England and the Federal Reserve of the US had all but announced it. I also noted … Read More

Posted in Bonds, Depression, Financial Advice, Gilts, House Prices, Inflation, Interest rates, Investing, Recession, UK Inflation Prospects and Issues, Uncategorized, US Treasuries, Wealth Management | Tagged , , , , , | Leave a comment

Insuring a growing 6% yield with Amlin

Hunting for yield? Look no further than Amlin! Want a 6% income that should grow? Like companies with long-term track records of growth and high profitability? Like “value” companies that trade on as P/E of 10x or less? Then Amlin (code … Read More

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UK vacancies / short-term unemployed signalling stronger wages

Last week’s UK employment report casts further doubt on the Bank of England’s claim that there is still significant disinflationary slack in the labour market. First, the vacancy rate, i.e. the stock of unfilled openings expressed as a percentage of … Read More

Posted in Employment, Uncategorized | Leave a comment

The FTSE – a fatuous financial fallacy?

Every night we are fed the business news in fairly simplistic shorthand, and you can be sure that the final sentence will be what the FTSE 100 closed at today – higher or lower. This is given almost a cartoon … Read More

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Offside indicator – Rising car sales in the US do not necessarily mean the economy is thriving

by Ian Kelly One statistic some commentators have been trotting out of late as a way of illustrating how well the US economy is doing is the ongoing uptick in car sales. After all, buying a new car is one … Read More

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Piigs might fly – Opportunities still exist in peripheral Europe but investors need to be more discerning

By Andrew Lyddon The peripheral economies of the eurozone – the likes of Portugal, Ireland, Italy, Greece and Spain who, in recent years, have laboured under the unflattering acronym ‘Piigs’ – are once more back among the financial headlines. This … Read More

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Explore oil services for attractive value and momentum

Oil services coming back into vogue As a contrarian value investor by nature, I like to look at sectors that have under-performed and which look to offer long-term value. If we look at the performance of the various S&P 500 … Read More

Posted in Commodities, Earnings, Energy, Equities, ETFs, Oil, Uncategorized, US equities, Value Investing, Yield | Leave a comment

Limited budget for wage increases? Could better benefits hold the key to retaining staff as we finally emerge from the downturn?

A surprisingly sunny and warm day recently encouraged me to take a stroll along the seafront not far from where I live, and I soon realised that I was not alone in such a venture. After so many bad weather … Read More

Posted in Employee benefits, Uncategorized | Tagged , , | 1 Comment
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