Jonathan Davis It is still early days for the premium content Money Makers circle, as I am still experimenting to find the right mix of content, and testing the mailout software, but this week my general thoughts are as follows. This is a link to a separate interview with Simon Barnard, manager of the Smithson investment trust.

Latest thoughts Short term the equity markets generally look overbought, so vulnerable to a correction, but that may well be trumped over the next couple of weeks by the normal end of year rally as fund managers spring clean their portfolios and try to add a few of the...