What knows he of equities, that only equities knows?
What knows he of equities, that only equities knows? That old observation by a poet about England in the early…
9 years ago
Robert Sutherland Smith
Unilever – worth buying on the dip?
Unilever were 2,600p, last seen. The Unilever share price has come down a lot since April. I take a look at…
9 years ago
‘Oil’ have some of that!
As featured in this month’s Master Investor Magazine. August 2015: in which your correspondent introduces a mysterious old actuary known…
9 years ago
Has the Great Fall of China run its course?
China fears are now more history than prophecy and the US and Europe, have expectations. The eventual arrival of higher…
9 years ago
The sound of breaking China, or China by numbers
As my response to what seemed the panic and hysteria of the Great Fall of China last week, I got…
10 years ago
Glencore – I think we have heard a bell ring
The company is reducing costs and buying back shares; they have maintained the interim dividend and are looking for a…
10 years ago
Prudential: Not overvalued at this stage
In the first half of the current year Prudential posted continued strong growth after a solid performance last year. It…
10 years ago
The Chinese currency devaluation: the view of a Little Englander – keep calm and carry on
This is not as dramatic and as myopically self interested as it looks. Nor is it beyond reason... Yesterday’s allergic…
10 years ago
Buy the Banks?
As seen in this month’s issue of Master Investor Magazine. Life here goes on in its usual magical way; a…
10 years ago
Thomas Cook: Blown off course, for now
The best laid plans of mice and men go astray in the middle of a Greek Tragedy and a journey…
10 years ago