And he’s out with his May Commentary, several interesting points here, here’s a few snippets and a link to the rest of the paper. I remain of the view that 2018 will be a positive year for equities, primarily because of performance in the second half and driven by earnings growth. The tax cut should […]

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His commentary came out 1.5 weeks ago and I’ve just gotten around to reading it properly. Here are two passages worth your time and a link to the rest of it. The market usually begins to buckle when the Federal Reserve is aggressively tightening. We know that the new Fed Chairman Jerome Powell wants to […]

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His August 2017 Commentary focuses on two key issues, productivity and liquidity. I’ve always thought that following capital flow is just as important if not more so than good old fashion company analysis because the majority of one’s returns are determined by the asset class/market/sector etc that one’s investment holding is in. Here’s my favourite […]

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Byron Wien – Latest Commentary – The bond market message You don’t have to agree with someone to enjoy their writing and thought process and this has always been the case for me with Bryon Wein, here’s a snippet and a link to the full commentary Why have interest rates declined when debt has increased […]

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I’ve always enjoyed reading Byron Wien’s “The Smartest Man in Europe” papers and now it shall come to an end as the previously anonymous gentleman, Edgar de Picciotto, has passed away. Here’s a snippet and link to the article, definitely worth the read. Over the years I learned that he didn’t think like other investors, […]

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