Investment Management – weekly meeting – 03/11/15

Posted on Leave a commentPosted in Uncategorised

We persist in thinking that the continuing rise of the stock markets is de-correlated from the fundamentals. We are clearly involved in a momentum play, encouraged by the “Halloween Indicator” and market operators speculating on more help from central banks, especially from the ECB. All independent funds managers are agreeing on this…

Investment Management – weekly meeting – 27/10/15

Posted on 1 CommentPosted in Uncategorised

Today the financial gurus talk about the “Halloween Indicator” being well oriented… It means that stock prices perform always best between November 1st and May 1st. It’s simply another name (seasonally adapted) for the “sell in May and go away” adagio. The sell in May worked particularly well this year. Let’s see if the Halloween […]