1. I wrote up some thoughts on Michael Kors (link here)...
2. ...also on Disney (link here).
3. The new edition of Financial Orbit Speaks is out:
This week's Financial Orbit Speaks by Chris Bailey of Financial Orbit discusses US wage increases, global money supply action, signalling from a major European corporate, the US$ and sector opportunities and a ludicrous list of things to do before breakfast.
4. On Twitter I noted:
Delighted my $BP piece highlighting pension fund holding scope in November edition of UK Investor Magazine
You can read the article here.
5. Meanwhile also on Twitter
#Gold, #wine recent performance correlation chart. Kind of prefer the non-perishable investment...