August Week 4 - Something from Nothing
Nothing; Adds: #BMY, #SDI Updates from #PHP, #VLX, #SRC, #UPGS
Posts
August Week 3: Printer go Taperrrrrrrrr
FED Tapering; Tapering the portfolio #BOTB, #HAT, #LSEG, #ARC; Update from #CLX
August Week 2 - Part 1: The Best of times, the worse of times
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
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
Bank of England & Jobs; Being baffled; Updates from #DUKE, #BBOX, #IXI, #LSEG
July Week 5 - Part 2 - Somebody, please turn of the RNSs
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 ...
China Risk; More Macro; Monster Tech; IPOs / Banking Risk Management
July Week 4 - The Pavlovian Dip
Defending Economics; The Pavlovian Dip; And an overwhelming number of updates: #BMY, #SDI, #IGG, #ULVR #FNX, #DUKE & #QTX
July Week 3 - Introducing Adjusted Inflation
Weekly Review Covering: Everyone's favourite macroeconomic variable; Reducing #GAW - because a punch in the mouth reminds you that you had a plan; and Updates from #BOO, #AAZ, #SRC, #EMIS & #CLIG
July Week 1 - Optimistic Permabear - BS on the way up, BS on the way down
Optimistic Permabear - BS on the way up, BS on the way down
Volex Preliminary Results - My Take
Volex - Growth & Margin Expansion & they want you to know about it!