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“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
Category:
Investment management
“The whole aim of practical politics is to keep the populace alarmed, and hence clamorous to be led to safety, by menacing it with an endless series of hobgoblins, all of them imaginary.” Henry Louis Mencken (1880-1956), American journalist, essayist, satirist, cultural critic, and scholar of American English. He commented widely on the social scene, […]
Tags: gas prices, inflation, investment strategy, recession, 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
Category:
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
Category:
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
Category:
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
Category:
Investment management
“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” Winston Churchill (1874-1965), British Statesman and former Prime Minister Economic Update The first few days of February had distinct echoes of January with the contrasting fortunes of two prominent American technology companies taking centre stage. Facebook The month had only […]
Tags: Amazon, Facebook, inflation, Russia, Ukraine
Category:
Investment management