APPLE & THE ART OF FINANCIAL ENGINEERING
Over the past decade we have been concerned about the shift in management focus from growing revenues to financial engineering. The use...
Are we in a bull or bear market for stocks?
The markets had a particularly bad end of February/March when forced liquidation created a crisis of proportions last seen during the...
After Covid, When is it the Right Time to Buy Stocks Again?
The future is always uncertain. Investing relies heavily on the past to predict what will happen going forward. Generally the past is a...
“BEETING(SIC)” COVID-19
Covid-19 is a very serious virus. It is not to be taken lightly. We have followed it very closely since there was first news coming out...
Smoke & Mirrors
President Trump and his administration have constantly bragged about the economy with Trump at the helm being “the greatest in the...
Where Are The Markets Going?
With interest rates at low levels and central banks intent on pumping money into the system, it is hard to see (absent a surge in...
Have The Banks Finally Outsmarted Even Themselves?
For as long as we can remember, financial institutions have always come out on top. This was particularly evident after the 2008...
THE EFFECT OF COMPOUNDING OF FEES OVER TIME
Compounding makes a sum grow at a faster rate than simple interest because in addition to earning returns on the money you invest, you...
The U.S. Consumer and The Global Economy
Can A Strong US Consumer Maintain Sufficient Global Economic Growth For Markets to Outperform? The U.S. consumer continues to be the...
REFLECTIONS FROM LESSONS LEARNT OVER THE PAST 15 YEARS
REFLECTIONS FROM LESSONS LEARNT OVER THE PAST 15 YEARS TOP FIVE SUMMERHILL INVESTMENT PRINCIPLES As the Summerhill team ends its 15th...