Year: 2019

Bedrock’s Newsletter for Friday 26th of July, 2019

 Friday, 26th of July 2019 ““Hell is truth seen too late.” – Thomas Hobbes   ________________________________________     Stock markets were up modestly this week as the FOMC meeting scheduled for 31 July approaches. The Wednesday meeting of Fed officials holds out the promise that US i...

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Bedrock’s Newsletter for Friday 19th of July, 2019

 Friday, 19th of July 2019 “I have no desire to suffer twice, in reality and then in retrospect.” – Sophocles   ________________________________________     Equities reverted somewhat this week after an underwhelming start to the Q2 earnings season and on the news that US-China trade talk...

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Bedrock’s Newsletter for Friday 5th of July, 2019

 Friday, 5th of July 2019 “Patience is power; with time and patience the mulberry leaf becomes a silk gown” – Chinese Proverb   ________________________________________     Equity markets have had another rip-roaring week as investors pile into stocks in anticipation of further easing ...

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Bedrock’s Newsletter for Friday 12th of April, 2019

 Friday, 12th of April 2019 “The absence of alternatives clears the mind marvellously.” – Henry Kissinger   ________________________________________   Markets have had an unremarkable week, with equity indices broadly flat by midday Friday. The issues remain the same: uncertainty over Bre...

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Bedrock’s Newsletter for Friday 10th of May, 2019

 Friday, 10th of May 2019 “Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.” – Lao Tzu   ________________________________________   Equities have suffered this week as an escalation in US-China trade tensions took investors by surprise. Indeed, the S&P 500 ha...

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Bedrock’s Newsletter for Friday 24th of May, 2019

 Friday, 24th of May 2019 “You may have to fight a battle more than once to win it.” – Margaret Thatcher   ________________________________________     Another bad week in markets is coming to a close. The S&P 500 Index was down -1.3% by market close on Thursday, while other major indices h...

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Bedrock’s Newsletter for Friday 21st of June 2019

 Friday, 21st of June 2019 “Politics is the art of the possible, the attainable — the art of the next best” ― Otto von Bismarck ________________________________________     Markets continued to recover this week, boosted by dovish Central Banks on both sides of the Atlantic and some ten...

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