Year: 2020

Bedrock’s Newsletter for Friday 14th of February, 2020

 Friday, 14th of February 2020 “Markets can remain irrational longer than you can remain solvent.”   – John Maynard Keynes   ________________________________________   Happy Valentine’s Day to all of our readers! Love is in the air and we hope that you find a suitably kitsch way to celeb...

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Bedrock’s Newsletter for Friday 13th of March, 2020

 Friday, 13th of March 2020 “The only thing to fear is fear itself”   – Franklin D. Roosevelt   ________________________________________   This week has been one for the record books. Having teetered on the edge through much of February, stock markets have now truly fallen into the abyss wi...

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Bedrock’s Newsletter for Friday 27th of March, 2020

 Friday, 27th of March 2020 “If a window of opportunity appears, don’t pull down the shade.”   – Tom Peters   ________________________________________   Have financial markets finally bottomed? This is the question that confronts investors after major equity indices rebounded for their thi...

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Bedrock’s Newsletter for Friday 4th of September, 2020

 Friday, 4th of September 2020 “Marry the spirit of your own generation and you will be a widower in the next”   – William Ralph Inge   ________________________________________ The market melt-up came to a sudden stop on Thursday when US equities sold off sharply and investors simultaneou...

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Bedrock’s Newsletter for Friday 30th of October, 2020

 Friday, 30th of October 2020 “I think if this country gets any kinder or gentler, it’s literally going to cease to exist.”   – Donald Trump   ________________________________________   Equity markets sold off sharply this week as the coronavirus continued to spread rapidly in Europe, the US,...

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Bedrock’s Newsletter for Friday 4th of December, 2020

 Friday, 4th of  December 2020 “Life cannot subsist in society but by reciprocal concessions.”     – Samuel Johnson   ________________________________________ The extraordinary global equity rally that began in early November showed few signs of breaking down this week, with US indices hitt...

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Bedrock’s Newsletter for Friday 18th of December, 2020

 Friday, 18th of  December 2020 “You never know who’s swimming naked until the tide goes out.”     – Warren Buffett   ________________________________________   Global equity markets have returned to the positive trajectory they were on before last week’s wobble. Ahead of the Friday sess...

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