Bloodbath? or Wave?

A big wave on Friday! Nasty. But we’ve been saying for some time that the market is volatile, looking for bad news, then overreacting. The financial press always gives a reason as they want to appear authoritative, dispensing their wisdom to the great unwashed. Friday’s ‘reason’ was economic data on business activity and consumer sentiment. […]
Buffett’s Warning

Warren Buffett’s Warning. Last week I said that I had seen the headlines that Buffett, the ‘Oracle of Omaha’, was warning to get out of the market but hadn’t had time to check them out. Now I have, and they are very interesting, so I have decided to put off the last instalment of income […]
Buffetted by the Market

Buffetted by the Market. A gruesome week, but we’ll get to that later. I thought that we would take a look at Warren Buffett, the ‘world’s greatest investor’. Yes, he is wildly wealthy ($150 Billion), but is he actually that good an investor? Buffetted by the Market Buffett took over the company in 1965 when […]
The AI Hype Cycle

Where is AI on the Hype Cycle? Many of you will know about the Hype Cycle, introduced by Gartner in 1995. It is a graphical representation of the maturity and adoption of technology. When I used to run IT departments it was a thing, and all new technologies were placed on it. You didn’t want […]