JPFS Updates

We are seeing some good short-term swings in many of our markets, which I hope many people are exploiting. Fortune favours the brave, especially the last couple months of the year.

– or will they simply wither and die due to too much fertilizer? With decreasing interest rates, low levels of unemployment, a slight uptick in consumer spending and confidence, and even slightly weaker energy prices, there is no question that…

Everyone is talking, but nothing is changing! Real inflation is running at around 10%, and we are debating whether interest rates should move 0.25% one way or the other…

When FTX went down I was heavily criticized for not being too sympathetic towards those who lost money. Caveat Emptor, Let the buyer beware!

But sadly, the most prized innovations are those made to control or destroy the sheep. I am going off-topic this week because global events should not be ignored…

I have been closely monitoring the recent surge in financial assets, and it has become clear that there is more room for growth in the weeks ahead. Having discussed the potential for some markets to strengthen in recent reports…

Ladies and gentlemen, there’s always something happening in this world, and today I want to dive into a few things that caught everyone’s attention.

Since the Falkland’s War, profiting from war and the loss of young lives has always left me with a sense of unease. I’m content to leave that pursuit to politicians whose narrow-mindedness often serves as the catalyst for many conflicts.

I tend to be more of a big-picture thinker than a meticulous number cruncher. I prefer to keep an eye on the overall trends rather than delving into the nitty-gritty details of data and trying to predict how each data point will be adjusted when no one is watching.

There’s a lot to be said about entering a market early, as it often yields significant returns. However, as investors, we must exercise caution and be mindful of the hype surrounding every new trend and designer.

The trend may not be positive, but it remains our friend. While the economic outlook continues to appear bearish, we need to align ourselves with it. This involves opting for selling into strong market upswings..

In the wild world of finance, having the right mindset is like wearing the perfect tie to a job interview – it can make all the difference. But here’s the thing, that mindset varies depending on your role…

George Soros, once said something like, if you want to make money, take a chance on things nobody expects to happen… For a big shot like him, who can move markets and play with people’s minds, this money-making…

Summer has come to an end, and now I am back walking unaided, it’s time to get back to work. As things return to normal, let’s quickly summarize our current standing.

On August 2nd, 1974, a young 17-year-old, a very rough, working-class kid, took a bus to Fenchurch Street in the City of London, entered the offices of Merrill Lynch, Pierce, Fenner, and Smith, and embarked on a journey that has yet to finish.

Something strange happened last week when the most powerful country in the world, the USA, got downgraded. Usually, this kind of news would cause a lot of commotion in the financial markets, but surprisingly, not much happened.

As my much-needed rest and recuperation comes to an end, it’s time to dive back into the quirky world of financial markets and offer some musings on what might unfold in the coming weeks.

When we examine the achievements of successful individuals, like Larry Fink and his impressive creation of BlackRock, we cannot help but celebrate their success.