The Markets Now
Comment of the Day

November 14 2016

Commentary by David Fuller

The Markets Now

Here is the new brochure for the next event on Monday evening 28th November, at London’s Caledonian Club.  

David Fuller's view

OK, the US Presidential Election is over but what can we expect from Trump’s regime? 

Interestingly, infrastructure spending is back on a number of political agendas.  That should help GDP growth.  Commodities are generally firm, with ‘Dr Copper’ joining other metals in breaking to the upside.  A number of government bond yields bottomed in July, including US 10-Yr Treasuries.  

Groupthink pundits are saying nothing will change but that is a contrary indicator.  This is a great time to have an exciting new speaker in Clive Burstow.  Come along and participate in the discussion of market opportunities – the last session for 2016. 

I look forward to another lively session at The Markets Now seminar, attended by highly experienced international investors, led by our long-term subscribers.  Iain Little has more interesting material, including his popular “Trusts In Focus” programme.  Iain also introduced Clive Burstow of Barings, a specialist in the analysis and management of mining stocks – a hot topic this year.  

I can’t wait and it is always fun to chat with delegates at the cash bar following the three presentations.

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