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Showing posts from August, 2021

August Week 3: Printer go Taperrrrrrrrr

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FED Tapering; Tapering the portfolio #BOTB, #HAT, #LSEG, #ARC; Update from #CLX

August Week 2: Part 2 Worse of the Worse - The Sequel - It Gets WORSE

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IT CAN GET WORSE

August Week 2 - Part 1: The Best of times, the worse of times

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The media is dead, long live the new media; The climate is dead, long live the new climate; My portfolio is dead, long live the new portfolio

Some Portfolio Analytics

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Terry Smith's Metrics, My portfolio & the All Share; My Metrics versus the Index; Assessing potential sales - #GSK, #TSCO, #AAZ, #LSEG

August Week 1 - Vivek's Secret

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Bank of England & Jobs; Being baffled; Updates from #DUKE, #BBOX, #IXI, #LSEG

July Week 5 - Part 2 - Somebody, please turn of the RNSs

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Portfolio Review; Quite a few transactions; Updates from #QTX, #DUKE, #VLX, #GAW, #BATS,  #GSK,  #PHP,   #GETB,  #TPFG & #RELX

July Week 5 Part 1 - Hello Kettle, It's Pot calling ...

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China Risk; More Macro; Monster Tech; IPOs / Banking Risk Management