Posts made in September, 2017

Inflation – Central banks forward guidance

Posted By Darren Winters on Sep 26, 2017

Inflation is moving on the radar again and the central banks forward guidance could be the smart tool to combat it. Whether it be buying groceries at the supermarket, topping your tank at the gas station or purchasing back to school items for the kids buying more for less is becoming challenging. Inflation is beginning to stretch household budgets. Even the (messaged) macro data is flagging rising inflation for many advanced...

Brexit Means Back-Pedalling Brexit PART VI

Posted By Darren Winters on Sep 24, 2017

The third round of Brexit talks is on a road to nowhere. Could we be seeing some Back-Pedalling Brexit? Apart from the exchange of many insults from both parties Brexit negotiations have thus far been unable to agree on anything meaningful. So just how will Britain conduct its trade with its largest trading partner, the EU which is worth £211billion and helps support 4.2 million UK jobs? The answer continues to remain misty with a...

North Korean Missile Crisis Worsens

Posted By Darren Winters on Sep 21, 2017

The North Korean Missile Crisis appears to have worsened despite US President Trump’s political posturing on North Korea. Trump’s “fire and fury” and “locked and loaded” rhetoric has backfired. North Korean’s Kim Jong appears to have accelerated its nuclear test program. Kim Jong has conducted more than 80 missile tests since taking over the country, fueling the North Korean Missile Crisis. Moreover, four of the six...

A stock bull market by default

Posted By Darren Winters on Sep 16, 2017

Global credit growth and the central bank’s unprecedented amount of bond purchasing, known as quantitative easing (QE) is fuelling a stock bull market in many asset classes (bond, equities, real estate). It is a stock bull market by default. In the absence of a more profitable alternative those investors who disregard the fundamentals closed their eyes and go long the market have so far outperformed their peers. Buying the dip,...

What Is The Oracle (Rothschild) Doing?

Posted By Darren Winters on Sep 10, 2017

They say if you want to play a game well then identify the Grandmaster players and study their moves. So what is Rothschild ‘The Oracle’ doing? Let’s zero-in on the crème de la crème money managers, the Rothschilds have banking and investment in their DNA, they have been a power in the world of finance since 1700. The last time we visited the Rothschild’s RIT Capital Partners fund was back in December 2016 when...