Reports

Our Reports

Once a month we publish a report to provide our opinion.

Disclaimer – Newsletters are NOT financial advice. These newsletters do not replace consultation with a professional financial advisor. Do not make investment decisions based on the information contained in these newsletters.

The first client report from the Summer of 1992 – “Switch from Pounds into Rothschilds Deutschmark money funds”
2024 Sept – It has started! Central banks lower rates
2024 Aug – Global risks : Recession, War, Politics
2024 JunJul – Politics and unpredictability lead to Gold
2024 May – Central banks to cut rates at last?
2024 Apr – Gold charts look very positive to $ 3,000 in 2025
2024 Mar – Gold moving up and Gold miner by 25%
2024 JanFeb – Bonds, Equities and FOMO
2023 December – Inflation,Rates,Recession,Markets
2023 November – Christmas Quiz: Capital or Income?
2023 October – Billionaires Buying Bonds!
2023 September – Central banks reducing rates; when? why? who benefits?
2023 August – Inflation, Interest rates, Nvidia price to sales ratio: Wow!
2023 July – UK interest rate rises are going to cause pain!
2023 June – Central banks raising rates into a recession!
2023 May – Recession risk ? ECB is not worried
2023 April – How high will interest rates go?
2023 March – Counting Gold in GB Pounds and Euros
2023 February – Coca-Cola: burping dividend for 28 years
2023 January – Former Recessions and Gold
2022 December – Recession in 2023?
2022 November – Bond Markets do not Believe Central Banks
2022 October – Higher Rates for Longer
2022 September – Even Gov. Bonds carry Risk
2022 August – European catastrophic energy policy
2022 June/July – Hail the mighty dollar
2022 May – Which assets performed well in the 1970s inflation?
2022 April – Where will the dollar go next?
2022 March – Central banks have lost control of inflation.
2022 Jan/Feb – Food price inflation is going to get a lot worse.
2021 December – Apple, Inflation and FTSE100.
2021 November – ECB confident that inflation will decline in 2022, I am not.
2021 October – Flared trousers from 1970s did not cause inflation.
2021 September – Newtons first law of motion comes to mind.
2021 August – Investing in an inflationary world.
2021 June – Commodities: higher highs and higher lows -Watch Out!
2021 May – Inflation: transitory or accelerating?
2021 April – Better a permanent income than to be fascinating : Oscar Wilde
2020 September – Central bank response to covid19: Buy more bonds.
2020 July – S&P500 and endless QE.
2020 March – The quickest stock market fall ever!
2020 January –  Mean reversion really hurts, best avoided !