Providence Capital Problems solved? The four major problems we had were: the trade-war, rising interest rates in the US, Brexit and Italy. However, these problems are changing colour from red, amber to certain shades of green. For that reason, we have –by en large – bought back the shares that we sold at the beginning of last … Read more
Dark clouds gathered during the month of October. Almost all imminent problems escalated: Italy, the trade wars, Brexit not to mention the interest rate hikes by the FED. Not that these problems were new, but they seemed to finally reach investor sentiment in earnest. It finally seemed to crack. Emerging Markets had ‘broken’ already earlier … Read more
This is the name of the game at quite a few tables. In Italy the new government is playing with the country’s financial future and hence with the Euro. Are they bluffing? Brussels will most probably not approve their budget (a novelty) so what’s next? Will Rome take a step back and blame Brussels thus … Read more
In the past, the mood on stock markets was often influenced by political entanglements. Nowadays, political upheaval no longer seems to matter and markets get used to this. It suggests that only a massive upheaval would get markets worried. Let’s call this a bull market: the general trust in the economic climate and growth in … Read more
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