I see that Share Talk have put up the following summary link to their Cardiff conference which I participated in around ten days ago. Good times! You can read all about it here. And how was my presentation summarised? Chris Bailey (Financial Orbit Ltd) gave a very accomplished presentation on the mad, bad and the opportunistic nature of current markets. He covered topics including stocks, bonds, QE, Brexit, Trump, made several interesting observations including the sometimes contrarian indicator that can be found by fund managers sector picks and asset rotations. He also suggested some stocks that attendees should investigate and research with regards to their long-term quality of earnings.
Well Share Talk have been kind enough to share my presentation from that evening. You can access it here.
G20 drops warning against protectionism after US opposition
The diplomatic reaction was provided by the German Finance
Minister Schäuble who said the failure to agree on 'wording' for protectionism
does not mean there is no agreement on the issue or, as he put it,
Meanwhile the French FinMin Sapin was a little less
diplomatic: “There wasn’t G20
disagreement, there was disagreement within the G20 between a country and all
Meanwhile as I noted on Twitter after seeing the following
Useful push-back on
some of the anti-US G20 communique rhetoric.
Saying that, no time for complacency.
Got keep pushing for more free(r) trade
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