To the Future With markets trending sideways Jeremy sees inflation ahead and takes at look at the food manufacturers which could be …
Jeremy Grime
Jeremy has deep experience in the UK Specialist Financials sector through over 30 years experience as a small cap fund manager and broker. Jeremy likes to take a top-down approach to his writing, looking at economic and market trends and then drilling down into opportunities for investors.
I have a view that institutional brokers are in decline because they have lost “placing power” as investors are taking control of their own finances. So ultimately placing power will revert to those that own the retail flow (as was the case 80 years ago when my forbears were stock broking) which puts Private Investors using software like SharePad and ShareScope in a great position!
Depression in a Wall of Money The market is caught between an oncoming depression and a wall of money inflating valuations. In …
With Recovery comes Refinance It is easy to stress over whether we are in a bear rally or the start of a …
After Value comes Recovery In a world full of value Jeremy takes a look at what a recovery may look like and …
Value time With no earnings visibility it is easy to forget there are green shoots over the horizon. This is a time …
Irrational or True? We are now in a market of fear and there are signs of inefficiency and irrational behaviour, which is …
Timing is everything With the current crisis Jeremy dusts off the recovery stocks folder. Airlines that survive will have huge upside on …
Purging Excess Bear markets cleanse excess. Jeremy takes a look at the growth narratives and accounting adjustments that have been adopted and …
Correction or Bear Market? The question of whether the sudden market correction is a temporary contagion of fear, or the beginning of …
Barbell Portfolio The tax advantages of technology companies and private equity combined with quantitative easing are shrinking stock markets. Until this changes …
Dinosaurs don’t gallop Jim Slater coined the term “elephants don’t gallop” and in this technology enabled era it may be better termed …
Employee Culture With quality as the watchword a review of staff feedback can tell us much about the culture of a company. …
Acquirers in a low interest world In the continuing world of cheap money the buy and build companies have generally performed well. …
Mind the Gap It’s been a good few months. The FTSE small cap is up 14% since October, while the FTSE 100 …
Culture in Payments There were no spare seats when I arrived at Panmure Gordon’s offices last week for the Non-Standard Finance investor …