US Tech Archives - Philip J Milton & Company Plc

US stocks and the Budget

Hurricane Milton wreaked havoc in Florida but nothing like the worst expected. We trust this namesake won’t be doing the same with markets! Helen was not so impressed it followed right after Hurricane Helene as well. This is a once-in-a-lifetime storm, we were told and as ever, the risk to life the biggest fear...

The simmering stock market pot subsides

I am pleased to report that the rumbles in markets proved short-lived. However, having ‘biggest losses since 1987’ for Japan and then clawing the way back again (well, still 13% off its peak) is not helpful and a potential portent for the over-priced sections of the Globe. Volatility is your friend when it is upwards...

This too shall pass – market volatility is no need to panic

For no ‘real’ reason, markets have decided it’s time for the coin to flip from ‘all news is positive’ to ‘all news is negative’ and within a matter of days sentiment has changed dramatically. I suppose we should have been expecting it, after such a positive run and after all we have said about...

US tech, justice and taxes

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...

UK rise and Nvidia flying dangerously?

So after a useful catch-up, the UK market has pushed past France to regain top spot in European markets in capitalisation terms. That is also partly following the poorly-received election announcement by M. Macron. However, it should never have lost its status... Inflation comes back-in to descend to the Prime Minister’s target of 2% (well...

A dubious watershed?

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...

Are the ‘magnificent seven’ seriously over-extended?

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...

Should you follow the trends?

Well, more encouraging inflation figures from shop price rises buoyed our market after the Bank Holiday. That said, who noticed that up till then, the global markets had retracted by 5% ($3trillion) in the month (the calculated losses from the S&P500, China’s CSI300 and Europe’s Stoxx600). This was affected by China and its banks’ distress...

Silicon Valley Bank crash – what does it mean for us?

In view of last weekend’s news, I thought I had best issue a swift update on how we see things. At least today the US has announced that core inflation is still dropping – 6% as opposed to 6.4% so that’s good news too. The bad news is the collapse of SVB – Silicon Valley...

Should I sell my US Tech stocks?

So according to Refinitiv, the drop in US markets has seen $3.5trillion wiped-off the ‘Faang’ stocks plus Microsoft (with $250billion last week alone). Yes, that’s primarily the US Tech leaders including Facebook (Meta) which has plummeted. That’s a third off this year – ouch. Thankfully we stuck to our guns and have had...

US stocks and the Budget

The simmering stock market pot subsides

This too shall pass – market volatility is no need to panic

US tech, justice and taxes

UK rise and Nvidia flying dangerously?

A dubious watershed?

Are the ‘magnificent seven’ seriously over-extended?

Should you follow the trends?

Silicon Valley Bank crash – what does it mean for us?

Should I sell my US Tech stocks?

Risk Warning

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Philip J Milton & Company Plc

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