Month: August 2022

Weekly Market Commentary 08/08/22|BGO, KWS, DUKE|The orthodoxy of St James’s

Bruce suggests that if you’re looking for uncorrelated investment returns, you are better to invest your own money, rather than give it to a poker-playing long-short hedge fund manager. Stocks covered BGO, KWS and DUKE.    The FTSE 100 was flat last week at 7,438. The Nasdaq100 continued to show good momentum +2.9%, but the […]

Weekly Market Commentary 01/08/22| JDG, GAW, BOKU| Whatever it takes…

Bruce suggests that government debt to GDP ratios should include unfunded pension liabilities, and some of the issues from the Eurozone crisis a decade ago remain unresolved.  Companies covered JDG, GAW and BOKU. The FTSE 100 finished the week at 7,423 up +2.0%. The Nasdaq 100 was up +4.5% and the S&P500 +4.3% with July […]