speculation Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/speculation/ North Devon's Leading Wealth Managers Sat, 12 Apr 2025 11:37:22 +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 speculation Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/speculation/ 32 32 Tariffs leave shaken shares and markets https://www.miltonpj.net/2025/04/12/markets-volatile-in-wake-of-tariffs/ Sat, 12 Apr 2025 11:37:18 +0000 https://www.miltonpj.net/?p=11774 Well, the world is still coming to terms with what has been unleashed upon it and the volatility in the financial markets as a result. Not only have shares been shaken-up but other things are not necessarily reacting as they ‘should’ and perhaps for ‘other’ reasons. I am also taking this opportunity to wish you […]

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]]> Trump tariffs – don’t panic https://www.miltonpj.net/2025/04/04/trump-tariffs-hit-markets-hard-dont-panic/ Fri, 04 Apr 2025 15:33:11 +0000 https://www.miltonpj.net/?p=11766 This is not long after my last missive but clearly President Trump’s tariffs are creating temporary havoc. However, it is very disconcerting and especially when a whole year’s ‘normal’ returns for investors can be wiped out in just a day’s movement on a market. No-one alive has faced tariff announcements of this nature. The last […]

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]]> US wobbling subsides – for now https://www.miltonpj.net/2025/03/23/value-elsewhere-as-us-shares-wobble/ Sun, 23 Mar 2025 13:14:50 +0000 https://www.miltonpj.net/?p=11732 Wobbles in the States saw the Nasdaq lose 4% in one day – not much in one sense but the biggest one-day loss since October 2022, all the same. An 890 point drop on the Dow worried people too. Are these very dramatic changes a sign of negativity to come for the US? Remember as […]

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]]> What does US inflation mean for the UK? https://www.miltonpj.net/2025/02/26/will-us-inflation-hit-the-uk/ Wed, 26 Feb 2025 12:48:34 +0000 https://www.miltonpj.net/?p=11701 Inflation in the United States rose more than expected last month to 3% – exactly the same rate as here in the UK, funnily enough! ‘Unpredictable’ best describes the start of Donald Trump’s presidency as his proposed tariffs on imported goods look likely to push up prices for American consumers. The rate of inflation ‘over […]

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]]> 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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]]> Market rises and speculation https://www.miltonpj.net/2024/06/15/market-rises-and-speculation/ Sat, 15 Jun 2024 10:32:31 +0000 https://www.miltonpj.net/?p=11266 So I was premature last time – Nvidia is now ‘worth’ more than Apple. Are the lunatics running the asylum, as speculative fervour has truly taken hold… there we are – the psychology of markets – I mean the masses? That’s not ‘investment’ – it’s sheer speculation, flows of money and the fear of missing […]

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