About rupert

This author has not yet filled in any details.
So far rupert has created 106 blog entries.

Market commentary May 2011

SUMMARY The end of humanity is nigh, but not before a commodity price crash, followed by the greatest investment opportunity ever! At least that's the gist of a recent piece of research produced by a company [...]

Market commentary April 2011

SUMMARY It is remarkable that stock markets have held up so well in recent months, with so much to worry about. But don't be complacent. It is what we call a "cartoon moment", as we [...]

Market commentary March 2011

There are two issues just ahead on which you need to keep an eye. First the still unresolved eurozone crisis. Over the next month the EU will be meeting to try and hammer out a permanent [...]

Market Commentary – and TopFunds Guide

2010 was twitchy, and we should expect more of the same twitching of markets through 2011, as we look for answers to three key questions by the end of the year:  - is the US recovery [...]

Market commentary December 2010

In summary, European banks lent capital to Irish banks, who in turn lent it out to inflate the Irish property bubble. But the banks got it all wrong. So the Irish government stepped in to [...]

Interim note: Irish rescue unconvincing

This is an interim note. In summary, as you know we have been cautious for some time, though last month we identified possible reasons to be more optimistic about the potential in the short term. [...]

Monthly commentary: November 2010

SUMMARY  Last week was a very important week, in particular in the context of the Federal Reserve confirming its willingness to keep printing money. As such this commentary is a bit longer than the norm, [...]

Monthly commentary October 2010

It's been a month for head scratching. September is historically the weakest month of the year for the stock market, yet we have apparently just enjoyed the best September since the 1930s. Government bond yields [...]

Monthly commentary September 2010

SUMMARY For a change there is good news as well as bad. The US is still in a pickle, the Irish are being punished for grasping the austerity nettle, and the French just don't get [...]

Monthly commentary August 2010

SUMMARY There is an eerie calm in stock markets, but UK and US government bond yields are sending a more cautious message. As is Ben Bernanke, the major hedge funds, and the economic stats coming [...]