Monthly Archives: October 2011

Update No. 31 – 30/10/11

Stocks moved sharply upward this week, fellow owners and regular followers will have noticed our portfolio is generally much less volatile than the broader market. When the market declines sharply, we rarely decline as fast, unfortunately, when the market rises sharply, we usually fail to keep up as we have this week.  The Europeans seem […]

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Update No. 30 – 23/10/11

I mentioned in my post a fortnight ago that US housing starts were expected to continue their strong upward trajectory, well they were reported through the week here: “Privately-owned housing starts in September were at a seasonally adjusted annual rate of 658 000. This is 15.0 percent (±13 7%) above the revised August estimate of […]

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Update No. 29 – 16/10/11

A short update this week as I’m travelling, don’t worry, nowhere luxurious, I’m in Cooma as I write.  Because I haven’t the time to write anything interesting myself, I will refer you to someone else’s work, which in any case is a thousand times more insightful than my weekly observations. I refer to this article, […]

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Update No. 28 – 09/10/11

The market staged a big turnaround this week; unfortunately our holdings didn’t keep pace.  I guess the question is – can the gains be sustained.  It is hard to tell, but to my way of thinking, positive economic news is starting to out-weigh negative economic news.  I always focus on US news, because like it […]

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Update No. 27 – 02/10/11

I write this blog mid-week before it is to be posted (i.e. prices used were sourced Wednesday – don’t scream if they’ve changed, they change all the time!), after looking back through my posts last week to find the post I referred to in last weeks blog, I found my proposal in Update No. 6.  […]

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