April 2024 Update My earliest days in the City were during the Nikkei boom – everything was, as The Vapors sang in 1980,…

Season’s Greetings From Longbon & Company 22/12/2023 Festive Update December 2023 I look back over 2023 with a sense of relief. We started…

High Noon for Magnificent Seven 07/10/2023 October 2023 Update The one investment market that has confounded the professional investment industry has been the…

April 2023 Update 07/04/2023 April 2023 Update The past six months have been another period of great turbulence in the world and it…

Christmas Newsletter 15/12/2022 Season’s Greetings From Longbon & Company 2022 is one of those (few) years that, were my grandmother still alive, she…

Update on Ukraine 04/03/2022 The War in Ukraine The dreadful news from Ukraine has, in one fell swoop, woken Europe from its reverie. …

A New World Order 13/11/2020 A New World Order? A week is a long time in lockdown.  Certainly, a long, long time in…

Shell Shock 01/05/2020 Shell Shock Not, perhaps, the most original title to this note but apt, nonetheless. Yesterday (Thursday) Shell ‘shocked’ the markets…

Markets React to Coronavirus 28/02/2020 Markets React to Coronavirus   The stock market has caught the flu! Or COVID-19, more precisely.  It looks like two…

Bond is Back 23/12/2019 Bond is Back (Almost)! Yes indeed, bond(s) are back.  The bond market (as measured by the UK gilt market) returned…

Brexit – The End Game? 06/09/2019 Brexit – The End Game? Brexit – The End Game and the Effect upon Investment MarketsCould we,…

Will Santa Rally? 12/12/2018 Dear Reader, The past four months have seen much heightened volatility in world stock markets. There have been periods of precipitous falls replete…

Are the Bears Growling? 08/02/2018 Are the Bears Growling? The outstanding investment returns produced by world stockmarkets over the past few years have been described by many commentators…

Post Trump Comment 09/11/2016 Donald Trump is to be President of the USA A few years (or, maybe, even months) ago such a statement…

Post BREXIT Comment 24/06/2016 Immediate Reaction to the BREXIT Vote At 3.30 a.m this morning I realised that bed was the best option….