Jonathan Davis Most weeks I aim to provide some short extracts from my weekly diary, highlighting interesting research and other odds and ends that I have read, heard or otherwise noted. Some will relate to specific stocks, others to more general phenomena. This will be supported by a separate more practical summary of investment trust news and data and regular Q and As with leading professional contacts of mine.
End of year reflections Now that the results for the year are in, it is time to take a final look at the performance of the last 12 months, which I am sure we can all agree has been...
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Some thoughts on markets and investment trust performance. My own thoughts will alternate with more Q and As with leading professional investors in the weeks ahead.
Too much bullishness I wrote this heading before the weekend news of the new virus strain spreading rapidly across the UK, which has resulted in new lockdown measures, travel restrictions inside the country and the banning of travel to many Continental countries. For the UK in particular, still crawling in crablike fashion towards the end of the Brexit transition period without as yet putting a signature to an EU trade deal, this...
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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...
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