Sunday, 5 November 2017

Stories we should be thinking about

Stories we should be thinking about

Good news fellow investors! We are apparently just starting the best time of the year to invest as per this link here:

(h/t @conkers3 for highlighting this to me)

I just wonder what happens when sentiment is already rampant as observed here...


...although institutional investors have not seen allocation levels this low for over a year.  I guess that leaves a capability for one last positive sentiment run...

(both charts above are from here)

...fundamentalists though will be correctly in my view casting their eyes back on history:
(h/t @callum_thomas)

Overall though for the time being give me a selection of equities as I perceive you are more likely to find a bit of value there than in the fixed interest market...

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