stocks Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/stocks/ North Devon's Leading Wealth Managers Fri, 13 Sep 2024 11:18:49 +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 stocks Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/stocks/ 32 32 Our 39th anniversary as a wealth manager https://www.miltonpj.net/2024/09/13/philip-j-milton-and-co-39th-anniversary/ Fri, 13 Sep 2024 11:18:36 +0000 https://www.miltonpj.net/?p=11354 Well, the years rush past… August marked the Firm’s 39th anniversary. From a lowly beginning to becoming one of the largest independent financial advisory and wealth management firms in the area and now discretionarily managing over £1/4billion, we trust with a reputation to reflect that success for itself, its staff and most importantly for all […]

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]]> Sterling effort, investment and taxes https://www.miltonpj.net/2024/08/30/sterling-strong-against-dollar-investment/ Fri, 30 Aug 2024 15:45:37 +0000 https://www.miltonpj.net/?p=11340 The US Dollar’s the lowest against Sterling since April 2022. That’s a 20% ascent for Sterling since the Sept 2022 low. It has been weaker these last few weeks as it is expected that interest rates will be cut even though US inflation readings are mixed. Currency volatility can work for you or against you […]

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]]> US tech, justice and taxes https://www.miltonpj.net/2024/07/24/vote-us-tech-and-taxes/ Wed, 24 Jul 2024 13:35:05 +0000 https://www.miltonpj.net/?p=11301 Just two weeks after the Election and avoiding politics altogether this time, I shall neither labour any points or be too liberal with my commentary on markets and tax-planning. You may think that I am unable to reform my approach, though I hope that the style of writing does not treat you as green around […]

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]]> Election Eve looms https://www.miltonpj.net/2024/07/03/election-eve-looms-what-will-the-effects-be/ Wed, 03 Jul 2024 17:55:03 +0000 https://www.miltonpj.net/?p=11284 Well, we are almost there. Have you cast your vote yet (by post)…? Election Day is tomorrow and if you have an unused postal vote, you can still take it to your polling station and hand-in the envelope. However, first, to cheer you up and to change the subject, next Christmas is now nearer than […]

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]]> ‘Santa Rally’ on investments points to a more positive Christmas https://www.miltonpj.net/2023/12/13/will-markets-see-a-santa-rally-for-christmas/ Wed, 13 Dec 2023 10:00:00 +0000 https://www.miltonpj.net/?p=11042 There is hope an early ‘Santa Rally’ for the markets and investments will continue as we roll on towards Christmas. This has been covered in our recent ‘eshot’ to clients and interested parties (if you’d like to sign up, please do get in touch) but we thought it wouldn’t hurt to cover a little in […]

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]]> Better news for the economy? https://www.miltonpj.net/2023/09/09/better-news-for-economy/ Sat, 09 Sep 2023 11:19:17 +0000 https://www.miltonpj.net/?p=10850 Well, curious admissions from the IMF and feeding-through to the ONS. Everyone puts such store of value on economic statistics only to find that all the criticisms about our sluggish economy over the last few years were wrong… what is worse, however, is the deluge of commentators sarcastically loving to ‘rubbish’ the efforts of the […]

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]]> Are the ‘magnificent seven’ seriously over-extended? https://www.miltonpj.net/2023/09/07/is-us-tech-over-extended/ Thu, 07 Sep 2023 14:10:24 +0000 https://www.miltonpj.net/?p=10845 An ‘emperor’s new clothes’ scenario could be applied to US tech stocks, which have been highlighted before in this column and we still feel could be living in an unreality bubble. There was a very interesting article by Peter Atwater, an adjunct lecturer in economics at the College of William and Mary, Virginia, in the […]

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]]> Odd markets, bubbles and opportunity https://www.miltonpj.net/2023/07/05/stock-markets-latest-bubbles-opportunity/ Wed, 05 Jul 2023 15:42:32 +0000 https://www.miltonpj.net/?p=10731 The markets have been continuing their sideways negativity, with some situations suffering ‘death by a thousand cuts’, as sentiment remains disillusioned. There are a few brighter spots this week, which is good but it’s easier for the marketmakers to mark things in red to try to drum-up trade than give optimism for the near future. […]

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]]> Investment opportunities and trends https://www.miltonpj.net/2023/04/24/investment-opportunities-and-trends/ Mon, 24 Apr 2023 14:31:06 +0000 https://www.miltonpj.net/?p=10532 You will recall the special opportunities I mentioned recently in several Investment Trusts? Triple Point Social Housing has been reading my missives. It has announced a small buy-back to cancel up to £5million of its shares at these seriously deep discounts and that has floated many of the similar boats. We don’t have that one […]

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]]> What does the banking crash mean for us? https://www.miltonpj.net/2023/03/20/credit-suisse-bank-crash/ Mon, 20 Mar 2023 18:10:58 +0000 https://www.miltonpj.net/?p=10484 What is it about March and crises affecting the financial markets? So Credit Suisse, one of the bastions of the Swiss banking industry has been swallowed by UBS and with a big write-down for its shareholders and 100% losses for those with the riskiest of its bonds. The reverberations appear to be continuing.   Global […]

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