Hugoc

With the gold and silver prices having so recently ascended to new highs, last week's Cheviot Sound Money Conference at The Guildhall was extremely well timed to capitalise on investor interest in the sector.  We gold bugs live in a lonely minority so being surrounded by 300 like-minded prophets of monetary doom was a bizarre, exhilarating experience.   The universal view was that western government’s debasement…

This thread discusses the most appropriate asset allocation for today’s market. Over time it is hoped that ongoing debate will guide “Stockopedes” to continuously re-position their portfolios into the most advantageous current sectors.If we can select the up-and-coming sectors and, as importantly, avoid the losers our portfolios have a good chance of outperforming. No one disputes the importance of “stock picking” but it’s difficult compared…

This Thread discusses the future of fund management.Everyone on this site, almost by definition, does it for themselves. Is this what more private investors must also do? The abysmal returns of stock markets over the last 12 months (FT 100 –32%) and indeed 10 years (?) have exposed the shockingly inadequate performance of our pension funds and the fund management industry. There must be a…

There may be something in this article but it is so full of long sentances and jargon that I have not managed to find it.

A tax system should be eqitable. All parties doing similar transactions should suffer the same tax burden. There is no justification for an asset owned by a business or one individual to be taxed at a different rate to an other individual. The possibility (and we don't know yet) of capital gains of say 40% on a buy to let property, 25% on a similar…

Good interview, well worth reading Hugoc

I've been following Robert N for well over a year. As a deeply bearish sceptic, who agrees pretty much with everything emptyend says about our financial prospects, I am well pleased that I have listened to and agreed with much of Robert's technical analysis. It has emboldened me to have a higher equity content versus bonds & gold than I otherwise would have. I am…

There is no link to click on the Dominic Frisby post of his interview with Prechter. Hugoc