TIME TO STEP BACK
Keoladeo – five islands receding in a bird sanctuary in India – a fading bigger picture. A messy market, with the tech bulls in charge, but deep uncertainty as the first half starts to wind down. A new Antwerp? We […]
AI stocks
Dance of the Seven Veils
This time we cover Reeves leading us a merry dance, AI losers and tactical voting. By last weekend I realised the long budget run up was a dance of deceit and seduction, offered not to the voter nor the media, […]
Exterminators needed
A pretty good year, lots of all time highs, the FTSE creeping towards 10,000, rates falling, no recession, a Federal Reserve that can’t believe its luck, peace of a kind in the Middle East. So inevitably thoughts turn to banking […]