The recent mini lottery winner style bonuses at Sports Direct were impressive in at least a couple of ways. The first, as I have stated before, is that the embarrassment of riches at the “fashion” retailer (or “chav” outfitter depending on which side of the social camp you are on!), rather made a monkey out…
Guest Post by Investment Contrarians Sometimes something that is viewed as ugly by one person is absolute beauty in someone else’s eyes. This is what the phrase “beauty is in the eye of the beholder” represents. The same argument can be used in analyzing stocks. For instance, when I examine stocks, I will look at…
An interesting story below about Mexican silver production being cut by 10% caught our eye and re affirms the fundamental story for the quasi industrial and precious metal. We are currently long silver in our Precious Metals fund and anticipate that as 2013 closes out and we go into 2014 that the metal will rally…
By Dylan Grice One thing we’ve learned in our time in the investment industry is that people love things that go up. They also hate things that go down, albeit with more intensity. So when gold was going up in every consecutive one of the last twelve years, people quite liked it. But today its…
European equity markets have opened unchanged following Friday’s non-farm number, a number that did as much to support QE as it did to disappoint the labour market recovery hopefuls. Some commentators described a slide in employment, but in reality the labour market is still improving at a steady pace. Asian markets contracted in the early hours…
Dear Readers It seems that we have, sadly, been the unwitting victims of a scam that has been attemped to be played on the wider trading community, being perpetrated under the alias of one “Little Miss Day Trader”. It has come to our knowledge that the image of the contributor that was supplied to us…
It is probably just as well that I remain gripped by the UK banking sector, a state of affair which has existed ever since the fall of Northern Rock and which continued with the appointment of a new CEO of part nationalised ‘zombie’ institution RBS – the bank that “can’t find my credit card payment.”…
With the S&P 500 at all-time highs, market sentiment clearly is in the bullish camp; this must mean that all of our problems are solved and the future is bright for everyone.. Hold on a minute: if this were true, why would consumer confidence regarding the future decrease? The Conference Board just released its Consumer…
