Year: 2020

Bedrock’s Newsletter for Friday 11th of December, 2020

 Friday, 11th of  December 2020 “We know what happens to people who stay in the middle of the road. They get run over.”     – Nye Bevan   ________________________________________ Global equities lost some momentum this week, as investors took profits after six weeks of giddy market gains. T...

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

 Friday, 27th of November 2020 “We have two classes of forecasters: those who don’t know and those who don’t know they don’t know.”     – John Kenneth Galbraith   ________________________________________ Equities continued to run-up this week, as investor sentiment turned increasingly bullis...

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Bedrock’s Newsletter for Friday 20th of November, 2020

 Friday, 20th of November 2020 “Economic progress, in capitalist society, means turmoil.”     – Joseph A. Schumpeter   ________________________________________ Equities continued to power higher this week after the US biotechnology company Moderna on Monday announced that its covid-19 vaccine ...

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Bedrock’s Newsletter for Friday 6th of November, 2020

 Friday, 6th of November 2020 “This process of election affords a moral certainty that the office of President will seldom fall to the lot of any man who is not in an eminent degree endowed with the requisite qualifications.”   – Alexander Hamilton   ________________________________________   ...

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

 Friday, 13th of November 2020 “To lose patience is to lose the battle.”    – Mahatma Gandhi   ________________________________________   There has been considerable churn within and across equity indices this week as investors grapple with how best to respond to the impending Biden Presiden...

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Bedrock’s Newsletter for Friday 23rd of October, 2020

 Friday, 23rd of October 2020 “The darkest hour is just before the dawn”   – Thomas Fuller   ________________________________________ Markets traded sideways this week as European countries in particular lined up to impose fresh curfews, lockdowns and other draconian restrictions on an incr...

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Bedrock’s Newsletter for Friday 9th of October, 2020

 Friday, 9th of October 2020 “No one would have doubted his ability to reign had he never been emperor.”   – Tacitus   ________________________________________ The stock market rally gathered momentum this week as President Trump made a rapid recovery from covid-19 and returned to the White Ho...

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