Our Blogs

US Struggles – Whumpf – 20,654%

07Mar2025

You could be forgiven if you missed the positive goings on in European markets, particularly Germany, midst the Trump fog. Is Germany waking from a long slumber? Perhaps. Meantime the performance gap between China and the US widened even further this week, with US tech leading the falls. All of this comes through in our “What’s Hot?” feature, plus continual drift in India and small caps. What can you read into record gold purchases in the last week? And please do revisit our stop-loss tool, and be sure to use it. Read on.

By Brian Dennehy

Access Level | public

Market commentary

Dynamic Portfolio Review: March 2025

06Mar2025

In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

By Joe Richardson

Access Level | public

Dynamic Portfolios

What's Hot? What's Not: China Dominates, India And The US Struggles. Commodities In Decline. [Sector Edition]

28Feb2025

By

Access Level | public

What's Hot What's Not

What’s Hot, What’s Not: China Leads, Europe Gains, While US Small Caps and Indian Giants Struggle [Fund Edition]

28Feb2025

By Joe Richardson

Access Level | public

What's Hot What's Not

Germany Revival? – Tech Struggles – Small Cap Conundrum

28Feb2025

You could be forgiven if you missed the positive goings on in European markets, particularly Germany, midst the Trump fog. Is Germany waking from a long slumber? Perhaps. Meantime the performance gap between China and the US widened even further this week, with US tech leading the falls. All of this comes through in our “What’s Hot?” feature, plus continual drift in India and small caps. What can you read into record gold purchases in the last week? And please do revisit our stop-loss tool, and be sure to use it. Read on.

By Brian Dennehy

Access Level | public

Market commentary

Head Spins – China vs US – The Great Unravelling

21Feb2025

The performance differential between the US and China continues to grow. Newsflow in China is encouraging, and Xi kisses and makes up with tech billionaires. The news out of the US most certainly isn’t, and is having a corrosive impact on financial markets which might give Trump pause for thought, though don’t bank on it. No one in government appears to have any control of the UK newsflow, though research is showing that the UK is unloved will encourage contrarians to buy. Read on.

By Brian Dennehy

Access Level | public

Market commentary

Snakes & Ladders – What's Changing? – 1,100% Gains

14Feb2025

Investing and relationships have more in common than you might think. Both require patience, resilience, and the ability to learn from mistakes. This week, we explore how emotional discipline separates “expert” investors from those easily drawn in by market noise. Plus, a look at shifting global trends, inflation, and why gold keeps climbing despite high rates. READ ON...

By Joe Richardson

Access Level | public

Market commentary

Dynamic Portfolio Review: February 2025

03Feb2025

In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

By Joe Richardson

Access Level | public

Dynamic Portfolios

Bubble Trouble… But UK Bounces… And Gold Stars

31Jan2025

That hissing you can hear is the air coming out of the AI bubble. This week we look at this in depth, and, most importantly, spot the investments which were not just completely unmoved by AI ructions, but also rose quite smartly. One such was the UK. Another was Japanese smaller companies. And our What’s Hot feature tells us that gold is the star just now. Read on.

By Brian Dennehy

Access Level | public

Market commentary

What's Hot, What's Not: Europe and Commodities Lead While India And UK Smallers Struggle [Sector Edition]

31Jan2025

By Joe Richardson

Access Level | public

What's Hot What's Not