(Return to all News and Updates)
“I can calculate the motion of heavenly bodies, but not the madness of people.” Isaac Newton 1642-1726; Mathematician, physicist, astronomer, alchemist & theologian. The godfather of physics. Economic Update Advances in Technology The release of generative AI models, loosely defined as problem solving using computers and big datasets, like ChatGPT has caused huge excitement and generated […]
Tags: AI, chip, Nvidia, stock markets, tech
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Investment management
“Keep in mind that progress is not always linear. It takes constant course correcting and often a lot of zigzagging.” Buzz Aldrin: American former astronaut, engineer and fighter pilot. Born 20th January 1930. Economic Commentary “Government debt, hospital waiting lists, rail strikes, health workers on strike, slowing economy, inflation, public demonstrations, threat of energy rationing……” […]
Tags: energy, national debt, Quantitative easing, stock markets
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Investment management
“Prediction is very difficult, especially if it’s about the future!” Niels Bohr,1885-1962, Danish physicist, Nobel Laureate in Physics and Father of the atomic model and quantum theory. Forecasts, predictions and crystal balls January is often a month of dismal days and long dark nights, but it can also be the time for new beginnings, new […]
Tags: China, inflation, Japan, stock markets, US
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Investment management
“The farther back you can look, the further forward you are likely to see” Winston Churchill Her Majesty Queen Elizabeth 11 (1926-2022) The death of Her Majesty the Queen has been a timely opportunity to take stock of our nation and to re-examine what kind of place we have become. Contrary to the miserable musings […]
Tags: mini Budget, stock markets, the Queen, Ukraine
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Investment management
Crisis is derived from the Greek word “Krisis: a time of decision, with the possibility of both danger and opportunity”. The next few years of rolling crises look sure to offer plenty of both. Ukraine The Russian military, mired in a war with no end in sight, is attempting to resuscitate its sputtering offensive in […]
Tags: Russia, stock markets, Ukraine
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Investment management
“Down cycles are not fun. But they form the basis for enormous future profitability.” – Steven A. Schwarzman. American billionaire businessman and philanthropist and Chairman of The Blackstone Group, a global private equity firm. Ukraine The war in Ukraine grinds on with tragedy around every corner but Russia is finding the going far more challenging than […]
Tags: Russia, stock markets, Ukraine
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Investment management
“In many ways, the stock market is like the weather in that if you don’t like the current conditions, all you have to do is wait a while.” Louis A Simpson, CEO and President of US Government Employees Insurance Company and close friend, confidante and adviser to Warren Buffett of Berkshire Hathaway. Ukraine-Russia Conflict […]
Tags: Russia, stock markets, Ukraine
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Investment management
“Be happy for this moment. This moment is your life.” Omar Khayyam (1048-1131). Persian astronomer, historian, philosopher and poet. The Russia-Ukraine Conflict Russia’s invasion of Ukraine is first and foremost a humanitarian tragedy and we hope for a peaceful solution although the prospects are finely balanced. It is difficult to imagine what a ‘fair’ peace […]
Tags: inflation, Russia, stock markets, Ukraine
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Investment management
“Predicting rain doesn’t count, building an Ark does.” Warren Buffett, American business magnate, investor, and philanthropist. Economic Update “Same procedure as last year? Same procedure as every year!” The classic sketch “Dinner for One” is a New Year’s tradition in Germany and much of Northern Europe. Miss Sophie’s 90th birthday party and her famous reply […]
Tags: equities, growth, inflation, stock markets
Category:
Investment management