It feels that I may have tempted fate with the comment in my last post that I don’t think we are yet at a point where the quality momentum trade will start underperforming. Pretty much as I was writing it, the US stock market experienced a mini ‘momentum-crash’, as investors rotated from high growth stocks to cheaper plays. This may have been a one-off but it has given me pause for thought. Continue reading →

It’s been a busy time for me lately, the main thing of course being my wedding last week. A huge amount of time, care and anguish has gone into preparing this three day extravaganza, so I’m delighted that it’s been a resounding success and more importantly that I tied the knot with the love of my life. Continue reading →