Trump’s announcement on reciprocal tariffs has sparked fear in the markets and led to a notable correction in the US markets especially, with the S&P 500 and NASDAQ down around 10% and 15% from their respective highs. The volatility has been sparked by Trump’s bold announcement on tariffs (more of...
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In light of ongoing research and continued assessment of our model portfolio and its holdings, I have undertaken some significant portfolio changes at the end of this week (29/11/2024) resulting in a bunch of trades. Rather than bombard you with a series of separate emails for each trade, I have...
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The fact that gold is at an all time high price, up 78% over the last 5 years, and 45% in the last year alone, is a reminder of the power of saving in physical gold. Silver over the same period is up 83% (5 years) and 51% (1 year)...
Having just warned of an upcoming correction in the markets in our most recent post, the past week has indeed started to see the markets rolling over amid a wave of selling and rising volatility. Therefore, it is a timely moment to take stock of what stock positions I would...
We are now approaching the point in the credit cycle where interest rates will be cut in response to the slowdown in economic data (employment & inflation). Chief of the Federal Reserve, Jerome Powell has indeed now signaled that the cut will come in September. The US government bond yield...
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Precious Metals Breaking Out! We are in the first week of March now and gold is indicating a significant monthly breakout of a trend line that goes all the way back to 2011. If we close the month firmly above this line then the start of the next leg of...
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