big seven Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/big-seven/ North Devon's Leading Wealth Managers Wed, 12 Feb 2025 11:52:10 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png big seven Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/big-seven/ 32 32 Good value, gold and Blackstone https://www.miltonpj.net/2025/02/12/good-value-trust-assets/ Wed, 12 Feb 2025 11:52:02 +0000 https://www.miltonpj.net/?p=11655 Good afternoon. We hear BP may be in play as Elliott Investors in the US has accumulated a stake in one of our biggest companies. It’s ridiculously good value regardless and hasn’t kept up with other energy stocks. Meantime, our funds under management see yet new heights which is good, as many deep value assets […]

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]]> Trump tariffs and market wobbles https://www.miltonpj.net/2025/02/04/trump-tariffs-cause-stock-market-wobbles/ Tue, 04 Feb 2025 14:00:24 +0000 https://www.miltonpj.net/?p=11638 We woke to face the reverberations from the threatened tariffs against Canada and Mexico by President Trump, amongst others and the EU and possibly the UK next. The markets are wobbling and the Dollar strengthening as it is feared the US will have to raise interest rates to support its policies as well as staving-off […]

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]]> Trump inauguration and UK economy https://www.miltonpj.net/2025/01/21/trump-sworn-in-uk-economy/ Tue, 21 Jan 2025 13:55:42 +0000 https://www.miltonpj.net/?p=11612 Well, despite record low temperatures for a presidential inauguration so the event is moved inside, over here spring is in the air with new bird song, Albert the Peacock’s beautiful train almost complete, bulbs are showing and snow drops are emerging. Let us hope for good things to come and a great summer! In the […]

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]]> Portents and opportunities for 2025 https://www.miltonpj.net/2025/01/12/2025-gets-off-to-a-bad-financial-start/ Sun, 12 Jan 2025 13:32:46 +0000 https://www.miltonpj.net/?p=11594 I am afraid the portents have turned badly for 2025, here at home at least. We are reacting on investment strategies with enough good news stories to help against the negativity and don’t forget the UK was and is very cheap to start, so there is a protection cushion there regardless to make us somewhat […]

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]]> Don’t be hasty! Taking stock after 2024 https://www.miltonpj.net/2025/01/09/2024-review-and-looking-to-2025/ Thu, 09 Jan 2025 13:39:07 +0000 https://www.miltonpj.net/?p=11589 A Happy New Year to all readers of this column and we hope you can look forward to a positive and productive 2025. Our latest ‘eshot’ to clients has provided a brief snapshot of how we have been performing for them during the past year and some of our success stories, so we felt they […]

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]]> New Year greetings and 2024 review https://www.miltonpj.net/2025/01/06/happy-new-year-and-2024-review/ Mon, 06 Jan 2025 12:29:08 +0000 https://www.miltonpj.net/?p=11584 Happy New Year to you all. I hope that you have had a restful, positive and reflective Christmas break. Let’s see what the New Year will bring to us all. Some of the themes remain the same and I want to share optimism going forwards but cannot avoid the inevitable warnings about certain excesses too, […]

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]]> Christmas greetings and market movements https://www.miltonpj.net/2024/12/24/christmas-greetings-and-market-movements/ Tue, 24 Dec 2024 14:00:28 +0000 https://www.miltonpj.net/?p=11573 Good afternoon – a Happy Christmas and prosperous New Year! Ahead of us we have our traditional Christmas Eve lunch before closing-down for the break. It was my Father’s birthday too and he used to be treated in exchange for doing our annual PAT… I hope that you have a lovely break and that the […]

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]]> US election ‘shock’ appeals to the markets https://www.miltonpj.net/2024/11/14/trump-shock-victory-appeals-to-markets/ Thu, 14 Nov 2024 16:43:03 +0000 https://www.miltonpj.net/?p=11486 There was some amazing news from ‘across the Pond’ last week – ‘amazing’ in the sense that pundits were predicting a different outcome or at least a much closer race and not a conclusive victory for Donald Trump. Regardless of whether we like it or not, or what we fear may happen in the future, […]

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]]> A dubious watershed? https://www.miltonpj.net/2024/03/01/big-seven-now-dominate-us-stock-market/ Fri, 01 Mar 2024 13:32:48 +0000 https://www.miltonpj.net/?p=11082 So they have done it… the big seven US stocks have accounted for 75% of the gains of the whole US market this year, powered higher by Nvidia’s stunning results last Wednesday week. The biggest 10% count for 75% of the value of the whole market, the highest since the 1930s. That’s higher that the […]

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