Diary of a Private Investor

gpm

From over 40% cash to fully invested – at last!

Regular readers will recall that I have been 40% + in cash since shortly before the Brexit vote and subsequently stated that I would remain so until after the US election – this is very unusual for me because I am usually fully invested most of the time. As chance would have it, I was […]

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Prospecting for Gold

I have written before on these pages about the unusual behaviour of the UK stock market this year and the uncertainty in global equity markets. Perhaps more worryingly is the bubble that seems to be forming in global bond markets. This article from HL yesterday provides a good overview of the yield landscape and why […]

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