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Crossroads
Having turned defensive in late 2021, we bought the dip in the autumn and have now started to scale back.
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The Dollar Is Back
Over the past year, what was good for the US dollar was bad for the stockmarket. The world’s reserve
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Too Many Jobs
Trades in Whisky The long-awaited US inflation data came out today at 6.4% for the year. That is
Mind the Gap
In this week’s Multi-Asset Investor, I recalled the two biggest problems facing the market in 2022, namely the
Reducing Risk
Flash Note In light of Tuesday’s note, I am taking defensive action in the portfolios. The risk is that
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Inflation Must Cool to Avoid a 30% Crash in Equities
The stockmarket did well in January, which is normally a positive sign for the rest of the year. Yet, with