The excuse on both sides of the Atlantic is “it’s the weather”, we should be seeing GDP growth around the world accelerating and thus so should company profits. As yet, the economic statistics and reported corporate profits are clearly indicating that this is not happening. Markets have recovered some of the losses of January but … Continue reading “February 2014 Market View”
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February 2014 Market View
Monday, March 17th, 2014January 2014 Market View
Thursday, February 6th, 20142014 started with much optimism, perhaps a little too much optimism? Whilst the global economy is showing steady progress the start of the Taper was always going to cause dislocations as various “false markets” that were supported by QE rather than fundamentals, lost their support. Warren Buffett has famously said in the past “when the … Continue reading “January 2014 Market View”
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