Not so optimistic now
google global news nz
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Not so optimistic now
google global news nz
Yes he's getting a little "Grizzly Bearish" The Don seems determined to stir up trouble wherever and whenever. Choppy waters ahead ?
I continue to hold a very high cash allocation...has been in the 40-50% portfolio allocation level for several months now and see no reason to be less cautious going forward.
Latest issue just out, a no surprises emphasis on the bearish.
Latest issue out surprise surprise quite bullish.Not addressing global warming in any way unfortunately except ways to make money out of it, yeah right , tui ,Ryder.
156th issue out , 34 pages in-depth summary of Global, country, Commodities , Reccoes etc
"Our current thesis for the share market is that there will be short-term weakness from political events (Trump trade wars and Brexit) but it will rally towards year-end, as central banks create more liquidity and the global economy starts to recover."
.www.globalnews.co.nz
Last issue of the year out with reccos, A great read for anyone active/interested in Equities.
quite a categorical statement from him
"the bond market has peaked"
Good read.
Been putting out weekly letters lately
www.globalnews.co.nz