For the last two days, I’ve been writing to you about a big risk in the financial markets. Volatility has been decreasing, but this doesn’t mean that risk has gone down. In fact, the opposite is true. Read those articles…
For the last two days, I’ve been writing to you about a big risk in the financial markets. Volatility has been decreasing, but this doesn’t mean that risk has gone down. In fact, the opposite is true. Read those articles…
Yesterday I wrote to you about the nature of risk. Contrary to wider market sentiment, I see huge risk building up in the financial markets. Read yesterday’s piece to get up to speed. What is risk? In capitalism, a risk…
The Scottish Independence referendum feels like an incredibly long time ago. The political drama has increased by a factor of 11 since then, but oh boy did it feel intense at the time. In retrospect, it was probably a great…
Why are CEOs bailing out of their companies like there’s a financial crisis on? They must not have got Donald Trump’s memo that everything is fine in the US economy. Or read the latest issue of The Fleet Street Letter,…
Riddle me this: why have investors started paying to lend to the French government… as the yellow vest protests intensify? The yellow vest protests in France kicked off in full on 17 November. But since then, demand for French government…
YOUGHAL, IRELAND – We left the warm and friendly west coast of Central America on Friday. Now, we are on the south coast of Ireland. Still friendly, but less warm. We are here to check on Home Sweet Home… our…
BALTIMORE, MARYLAND – We looked back yesterday. Today, we will look ahead. As we will see, the past casts its shadow over the future. Bloomberg is on the case: Key Fed Yield Gauge Points to Rate Cuts for First Time…
I recently heard about an interesting experiment being conducted by my friend – $600m trader Eoin Treacy. If you’ve heard of the “Turtle Traders” experiment before, it’s something similar to that. I think it might be of interest to you….
As publisher at Southbank Investment Research, I work with a lot of outstanding market analysts and fund managers. Charlie Morris might well be the finest investor I know. He’s a city legend, frankly. For 17 years, he managed HSBC’s absolute…
Before we get going, just a reminder that right now, there’s a way you can claim a free copy of Charlie Morris’s complete strategy for surviving the market downturn, “Surviving the Next Bear Market: a field guide for investors”. As…
Today’s letter is a free peak at an issue of The Price Report, my colleague and friend Tim Price’s investment advisory. The issue was jam-packed with links to additional information worth looking at. Enjoy! The future, in pictures: part I…
Today I bring you a piece from Akhil Patel, editor of Cycles Trends & Forecasts. Akhil thinks we’re in a lull of a colossal bull market that will rip on into the 2020s. Not a very popular view at the…
Hope you had a great weekend. I’m out of the office today, so no market commentary from me. Instead, I’ll leave you in the capable hands of Charlie Morris, with a snippet of his latest editorial for readers of The…
BALTIMORE, MARYLAND – Trading continued on Thursday… with stocks swinging lustily from tree to tree like drunken monkeys. When the closing bell finally sounded, the Dow was down just 79 points. The monkeys were greatly relieved. And on Friday, the…
BALTIMORE, MARYLAND – Today will be an interesting day. After falling the last two days, stocks should bounce. And the futures market says they will. But now, we will see what the speculators are really thinking. Will they want to…
BALTIMORE, MARYLAND – Mr. Market must have gotten up on the wrong side of the bed on Monday. CNBC reports: The Dow fell 395 points to 25,017. The S&P 500 dropped 1.7 percent to 2,690 as the technology sector pulled…
PORTLAW, IRELAND – The Dow fell another 600 points on Wednesday. Look for a rebound. But here’s a helpful trading hint: Don’t buy the dip. Bloomberg tells us why the pros are getting out: Stocks in the S&P 500 have…
Editor’s Note: Bill is currently in Bermuda, speaking before readers attending the Legacy Investment Summit. In lieu of our usual article, below excerpt from his speech. In it, Bill reveals why, even in a world of seemingly infinite amounts of fake money…
The “reach for yield” – where investors take on more risk to scrape ever smaller returns – continues, despite the Federal Reserve and the Bank of England raising rates. It’ll take many more rate hikes without something breaking before we…
Where the remote Bermudas ride In th’ ocean’s bosom unespy’d, From a small boat, that row’d along, The list’ning winds receiv’d this song. What should we do but sing his praise That led us through the wat’ry maze Unto an…
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