Articles tagged with “kitchen-notes”
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Market Outlook Part 2
In March of this year, when stock markets were down -30%, and oil down -60%, year to date, I wrote a...
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The Storm Before the Calm
“The Storm Before the Calm” is a most worthwhile read. I have long been a subscriber and avid reader...
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Episode 9 – Questions, Questions, Questions
Are Bond markets starting to tell us something about the divergent pace of economic recoveries aroun...
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Notes from the kitchen - Episode 8 -Taking Stock
Taking stock - As we head towards Q3 reporting, a few numbers to think about
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Notes from the kitchen - Episode 7
Strange week for sector correlations, with bombed out US Value names bid (S&P 500 Airlines index up...
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Notes from the kitchen - Episode 6
It’s been hovering in the background for a while, but is it time for us to start worrying about BREX...
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Notes from the kitchen - Episode 5
Present Market Capitalisation of FTSE 100 Index
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Notes From the Kitchen – Special Edition
With the nights almost imperceptibly starting to draw in, a young man’s thoughts start to turn towar...
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Notes from the kitchen - Episode 4
The equity sector merry go round continues for another week, with Travel, Leisure and Retail sectors...
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Notes from the kitchen - Episode 3
Last week’s interesting rotation out of growth into value lasted ….. one week. Shares in the world’s...