Here in Badger’s Holt, I’ve deliberately kept my head down during the UK election. I took the view that saying anything would probably get me shot for some form of disloyalty. Being slightly afraid of the potential results, we cautiously positioned to sell GBP and Gilts. While that might not look so smart on the…
There are times when this Old Badger just doesn’t know where markets are going next. What I do know is that when markets feel uncertain on direction, it’s a sure sign something is going to change. The direction of bond, commodity and stock markets depends on answering a simple question: Is the world headed for…
Apologies for the lack of commentary last week, but even a Badger needs an occasional week on the slopes to recover his sense of up, down and sideways. (There was quite a lot of all of these last week.) And it feels like I’ve got back to a week of confusion, wrack and ruin in…
