Having failed to get into Oxford in the late 1980’s after arguing with an Oxford economic don regarding the true influence of the Japanese economy on the West, I’m guessing that over a quarter of a century later the academic is now presumably pushing up the daisies, and revenge is very, very belatedly all mine…
It’s not the ’82 bull market, but it sure does look like it Investors often remember bull markets as days of wine and roses. However, those fond memories are largely based on the latter stages of a bull market during which investors are convinced that there is indeed a bull market underway and that it…
BUY Avocet Mining Light at the end of the tunnel PRICE: GBp25.5 | UK | MINING, METALS | AVM.L | AVM LN 2012 Full year results n Event: Avocet has announced full year 2012 numbers which are in line with Liberum numbers (revised down February). Gold production of 135k ozs (2011:167k ozs) generated EBITDA of $48.3m and PBT…
Over the last few months, we have alerted our readers’ attention to the opportunity that has been forming to bet against the Australian Dollar. The so called “Aussie” has been rising against most other currencies since 2008, recording a stunning 35% rise against both the US Dollar and the British Pound and being way out…
Click the image above to view the latest edition. Avocet Mining covered as a new Conviction Buy.
6 March 2013 Cantor Opening Call The FTSE is seen opening around unchanged today after the Dow grabs the headlines yesterday by posting a fresh all time highs UK Corporate Announcements Admiral announces full year revenues of £2.22bn up 1% and a group pre-tax profit of £345m up 15% Legal & General reports a…
Once a year, for over ten years, I have been a guest speaker at an event called Master Investor held in London in April. I am forced to take the longer view for my presentation at this show as far as stocks and markets are concerned. Being cynical about it (as ever!), over a year,…
Below is a chart that displays the path of previous equity market rallies at a certain duration point. Although the current rally has not been as stepp, if we follow prior paths, we could be at an important inflection point…
A recent report from the Centre for Economic and Business Research (CEBR) shows that the embattled British people will be only able to retire at the ripe old age of 75 in the future. This is in large part due to the very low yields on government bonds which depresses annuity rates. Seems what we…
The plot thickens at Goldman’s and their being drawn into, yet again, another insider dealing scandal. This seems to be becoming something of a habit… David Loeb, a senior salesman and Managing Director at Goldman Sachs announced just over a week ago that he was leaving the company and no one seems to know exactly…
