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Entries for 'SuperUser Account'

04
Hi All

I am wondering why the Fed doesn’t just come out and announce a date and programme for the ending of QE. I can’t help feeling like it’s become a bit of a game. Getting mixed signals from a recovering economy is nothing new. Waiting for sets of consistent data in the US while broad consensus is that things are improving, is seeming to me less and less like the way to go. The uncertainty created is not healthy. Perhaps we are near the end of QE, judging by the volatility and moves one sees as the market tries to adjust and price-in the effects.

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29
May 2014 Newsletter

Hi All

World stock markets continue hitting new highs consistently, albeit with nervousness expressed as drawbacks (losses) at the slightest negativity. So, despite the new highs, year to date returns are fairly flat. These are signs of a toppy market. The small difference this time is that we are arguably at the beginning of an expansion cycle, certainly in the United States.

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20
Open up the power of compound interest

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29
April 2014 Newsletter
I trust everyone had a good Easter break. Another long weekend coming up and then the long haul through winter begins. 

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26
February 2014 Newsletter

I have just returned from beautiful Cape Town, where my wife Glenda and I celebrated our 30th anniversary. People tell me I should be ashamed to say I hadn’t been there in 14 years, but what I experienced was truly Europe in South Africa. The region is not by any means perfect, but it is an illustration of how efficiently the country could be run with the right intention and people in place.

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03
Hi All

It’s hard to believe the end of the first quarter is already here! Thankfully we had a long weekend to catch our breath a little. 

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07
Hi All

2014! I heard it put this way recently, that we are now as far from 2008 as from 2020. Scary thought. Welcome to the new year anyway, may it treat you well. I enjoy money managers who are honest enough to report back on how their “predictions” for the previous year turned out. I thought I’d share some of the outcomes compared to my own thoughts this time last year. 

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