DIS/DEflation? How to invest?

We have been following the market of US Treasuries, avidly, for the last couple of years. One of our favourite charts is the very long term chart of US Govt borrowing rates.  It just tells the story, pictorially, of a … Read More

Posted in Asset Allocation, Bear Market, Bear Markets, Bonds, Debt, Deflation, Disinflation, Fixed interest, General Economics, Gilts, Global growth, Growth, Interest rates, Investing, Markets, US Treasuries | Tagged , | 2 Comments

Is NOW really the time to be invested in or to be investing in Western shares?

It doesn’t take a genius to see that the FTSE (the index of the share prices of the largest 100 public companies based in the UK) is down on where it was nearly A YEAR AND A HALF AGO. It … Read More

Posted in Asset Allocation, FTSE 100, Investing, US equities | Tagged | Leave a comment

Investment markets – Update on equity markets

I’ve just wasted 4 and a half hours of my professional life.  And £15.80. The latter was the cost of a return train ticket to get to a conference on investing.  The former was the time travelling and the 10% … Read More

Posted in Equities, FTSE 100, Investing, US equities, Wealth Management | 1 Comment

US Dollar and £ Sterling update

First, a recap of what I said a month ago.  Full post here. From 4 August 2014: “So, the US $ is to collapse, so say the inflationistas, the gold bugs, the Anderson shelter types etc. Yet the $ index, … Read More

Posted in Currency, Investing | Tagged , , , , | Leave a comment

On the theme of #TurningJapanese…

A theme I have written of many times, during the last few years, is how we, in the West, may be #turningjapanese.  What this refers to is Japan’s lost TWO decades between 1989 and 2012 when Japan had deflation and … Read More

Posted in Asset Allocation, Bonds, Depression, Disinflation, Economy, Fixed interest, Gilts, Interest rates, UK economy, UK Inflation Prospects and Issues, US Treasuries, Wealth Management, Yield | Tagged , , , , | Leave a comment

Douglas Carswell defects to UKIP

A pretty momentous event last week. I read two excellent pieces on it and on him: Liam Halligan in the Telegraph and Peter Hitchens in the Mail I’ve also read a superb and informative discussion here Carswell defects online discussion … Read More

Posted in British politics, UK politics | Leave a comment

The Scottish Independence vote – a ‘yes’ could bring Government closer to the people

The vote in September is unlikely to be Yes for Independence – though the polls are closer now than a few months ago and there is a large undecided bloc.  However, I’ll be surprised if Scotland votes Yes especially as … Read More

Posted in British politics, Politics | Tagged , | 7 Comments

Update on markets

The purpose of this post is to show what is happening. So, the US $ is to collapse, so say the inflationistas, the gold bugs, the Anderson shelter types etc. Yet the $ index, against a generally accepted basket of … Read More

Posted in Asset Allocation, Developed markets, Emerging Markets, Equities, Investing, Markets, US equities, US Treasuries | 7 Comments

Does the Bank really think this week’s measures will be effective?

#Carneyge on house market The news from the Bank of England this week BANK OF ENGLAND FINANCIAL POLICY COMMITTEE TO CAP BULK OF HIGH LOAN-TO-INCOME MORTGAGES AND TOUGHENS UNDERWRITING STANDARDS TO SET FROM OCTOBER LOAN TO INCOME RATIO AT 4.5 … Read More

Posted in Bank of England, Banks, Buy to let, Debt, Economy, House Prices, Mark Carney, Personal Finance, Property, Quantitative Easing and Extraordinary Monetary Measures | Tagged , , , , | 4 Comments

Precious Metals Investing

The above is Silver.  Silver broke up out of its 1st and 2nd hurdles this week. The 2nd is the lower falling trend line, shown. It is a fair assumption it will close above this line tonight.  In other words, … Read More

Posted in Alternative investments, Asset Allocation, Commodities, Gold, Investing, Long term investment, Markets, Miners, Precious metals, Silver | Tagged , , , | Leave a comment
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