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May 2025 Review
Background:  Another topsy-turvy month in the Trump world. Tariffs reduced, tariffs delayed, new tariffs introduced—a new term gained...

John Rosier
Jun 38 min read
296 views
2 comments


March 2025 Review
Trump informs President Pingu of the Heard and McDonald Islands about the imposition of reciprocal tariffs of 10% Background: Donald...

John Rosier
Apr 38 min read
312 views
0 comments


February Review
Struggling with jetlag! Sunrise over Wandsworth Common.

John Rosier
Mar 68 min read
278 views
0 comments


January Review was posted last night
Ferry from Queenscliffe to Sorrento I posted my January review but did not receive a notification. I guess nor did anyone else. Let's see...

John Rosier
Feb 71 min read
249 views
0 comments


January 2025 Review
Background: Â To describe January as eventful would be to do it a disservice. Trump's inauguration speech clearly stated that he intends...

John Rosier
Feb 68 min read
243 views
0 comments


December 2024 - Review
Background: Investors spent December analysing the potential impact of a second Trump term on the markets. Would he reintroduce trade...

John Rosier
Jan 67 min read
348 views
2 comments


October 2024 - Review
Background The Federal Reserve's recent move to cut interest rates by 0.5 per cent in September didn't have the calming effect it might...

John Rosier
Nov 6, 20248 min read
316 views
0 comments


September 2024 Review
Silverdale, Lancashire Background The loosening cycle has begun. The Federal Reserve cut interest rates for the first time since March...

John Rosier
Oct 2, 20249 min read
332 views
0 comments


August 2024 Review
Morecambe Bay

John Rosier
Sep 4, 20248 min read
242 views
0 comments


July 2024 Review - New month end high for the JIC Portfolio (at last)
Background It is too early to call the pricking of the AI bubble. In the US, however, there was an apparent rotation out of the...

John Rosier
Aug 1, 20249 min read
371 views
0 comments



John Rosier
Jul 3, 202410 min read
401 views
0 comments


May 2024 - Further progress
Background May turned out to be another strong month for financial assets. Equities led the way, with the NASDAQ Composite up 6.9%, the...

John Rosier
Jun 3, 20249 min read
439 views
0 comments


April 2024 Review - That's better!
Background It started to sink in that interest rates in the US would stay higher for longer. Inflation was proving stickier than expected...

John Rosier
May 2, 20249 min read
421 views
0 comments


March 2024 Review
The Newt, Somerset (only for lunch!) March 2024 Background It was easy to make money in March; equities, bonds, commodities, gold, and...

John Rosier
Apr 5, 20248 min read
404 views
0 comments


February 2024 Review
Background February proved to be a profitable month for equities, particularly in Japan. The Nikkei 225 index experienced a surge of...

John Rosier
Mar 5, 20249 min read
324 views
0 comments


January 2024 Review
Background Following the super end to 2023, in January came the hangover. Equity and bond markets started on the wrong foot before...

John Rosier
Feb 5, 20247 min read
329 views
0 comments


December 2023 Review
Background It was a tremendous end to the year for equity and bond investors. Inflation on both sides of the Atlantic came in below...

John Rosier
Jan 8, 20249 min read
397 views
0 comments


November 2023 - Review
Background Markets staged a welcome recovery in November. Good news on the inflation front led to a drop in government bond yields. US...

John Rosier
Dec 6, 20239 min read
342 views
0 comments


October 2023 Review
Background Another miserable month for financial markets. Government bonds and equities both fell. It started with continued weakness in...

John Rosier
Nov 2, 20239 min read
408 views
0 comments


September 2023 Review
Formentor, Mallorca

John Rosier
Oct 4, 20239 min read
361 views
0 comments