Month: January 2021

Alpesh Patel on US Investing: Beware! Overvalued Stock Market – What You Need to Know

Another captivating headline – this time from Forbes. So what are the facts, and why is it increasingly a stock pickers market, where if a rising tide doesn’t raise all boats, but instead the tide goes out, then we don’t want to be left standing without clothes on. The stock market has been on a […]

Weekly Commentary: 18/01/21 – Reincarnation as the bond market

In the early days of a new Democrat presidency, the President’s campaign manager observed that: “I used to think if there was reincarnation, I wanted to come back as the President or the Pope or a 0.400 baseball hitter. But now I want to come back as the bond market. You can intimidate anybody.” The […]