Our Blogs

Trump Pricks Bubble

04Apr2025

There has been no respite this week. Trump’s dangerous ramble around fantasy economics on Wednesday has markets reeling, but none more so than in the US. Today China has hit back hard. There will be more of this next week. Will the EU bottle it? READ ON.

By Brian Dennehy

Access Level | public

Market commentary

Germany Votes For Growth – Smallers Trending Up - Broken Trust

21Mar2025

Debt bubbles popping is nothing new. But there are encouraging historical precedents for these inspiring fundamental and positive change, out with the old, in with the new. The signs of rotation are very clear, and this week’s vote in Germany on the debt ceiling is adding to that sense of epochal change, and creating new investor opportunities. The recent momentum amongst European and UK smaller companies is compelling evidence of this. Read on.

By Brian Dennehy

Access Level | public

Market commentary

When Trust Breaks Down - Financial Crises Then And Now

21Mar2025

Some tomes on financial crises blame the introduction of modern banking in the 17th century for subsequent financial crises. The truth is not as simple, and more deep-seated.

By Ruairi Dennehy and Joe Richardson

Access Level | public

Investment research

Silver Shines – No U.S. Panic, Yet – China Tech

14Mar2025

If you are feeling stressed, even a bit panicky, this is not being reflected in the US stock market. We explore why, and what might happen next. The December investment bank consensus (Buy Trump!) has been trashed, but that doesn’t mean there are not opportunities. We highlight two more this week, silver/silver miners and China tech. There are even signs of life amongst UK smaller companies. Read on.

By Brian Dennehy

Access Level | public

Market commentary

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