Published by Kauders Portfolio Management, Authorised and regulated by the Financial Services Authority
CONTRARY VIEW is our idiosyncratic, different point of view about current financial topics, for UK readers only. You are welcome to quote or re-use this material, provided you acknowledge the source "www.contraryview.co.uk, published by Kauders Portfolio Management".
For information about our advice and services visit our main site. Click to return to contraryview home page
Opinions and statistics are valid at time of publication but may differ later. We leave them on the site so that you can see how useful our point of view has been.
No. 71 13th August 2008 Another bear market rally ends
No. 70 24th April 2008 Ending the price bubble in food and oil
No. 69 11th January 2008 Securitising Northern Rock mortgages
No. 68 8th November 2007 Where is the policy to fight the market?
No. 67 25th October 2007 Deriving what benefit?
No. 66 6th August 2007 Complacency
No. 65 22nd May 2007 Recognising the trend change
No. 64 5th March 2007 Gilts up, shares down
No. 63 20th October 2006 Disconnected markets
No. 62 12th May 2006 The great sell off starts here
No. 61 31st January 2006 Letter to the Editor, The Economist: Time for a reality check
No. 60 23rd January 2006 Nowhere near a bubble!
No. 59 21st December 2005 Never rely on official forecasts
No. 58 2nd December 2005 The missing links in Pensions
No. 57 15th November 2005 The unhealthy obsession with inflation
No. 56 7th November 2005 Making drawdown certain
No. 55 16th June 2005 Memory and no-brainers
No. 54 13th April 2005 The rear view mirror
No. 53 24th March 2005 Changing stories, again
No. 52 28th February 2005 The other side of bonds vs. equities
No. 51 17th November 2004 About bear market rallies
No. 50 8th November 2004 Revisiting the dollar
No. 49 7th July 2004 "The City now believes .."
No. 48 27th May 2004 A lesson in linkage
No. 47 11th March 2004 The savings and endowment crisis: with or without profits?
No. 46 25th February 2004 Here we go again
No. 45 23rd December 2003 The very short memory span
No. 44 17th December 2003 The ultimate contrarian signal
No. 43 4th July 2003 The bond bubble is years ahead
No. 42 14th May 2003 Understanding Index Linked Gilts
No. 41 3rd January 2003 When the borrowing and spending stop
No. 40 16th October 2002 Dividends will fall
No. 39 17th July 2002 The Euro and the Dollar
No. 38 23rd May 2002 The dog that didn't bark
No. 37 12th April 2002 The See-Saw
No. 36 18th March 2002 Expert opinion unravels
No. 35 25th February 2002 Tricks of the trade
No. 34 18th February 2002 Say it again: what inflation?
No. 33 1st February 2002 The pack of cards
No. 32 18th January 2002 Signs of another peak
No. 31 4th January 2002 Why believe the forecasts?
No. 30 29th October 2001 All you need to know about bear markets
No. 29 10th September 2001 Good cheer and moonshine
No. 28 3rd August 2001 The long term trends are changing
No. 27 30th July 2001 The message gets through - in part
No. 26 9th July 2001 A loss is a loss
No. 25 2nd July 2001 Lower share prices, lower yields: There is an alternative!
No. 24 20th April 2001 Selling headless chickens
No. 23 23rd March 2001 Why a race for the election?
No. 22 2nd March 2001 Conversion flow
No. 21 14th February 2001 The Season
No. 20 26th January 2001 The political climate for investment
No. 19 15th January 2001 With profits or losses?
No. 18 3rd January 2001 Those funny New Year forecasts
No. 17 22nd December 2000 It's pantomime time
No. 16 11th December 2000 Really careful insurance/pensions
No. 15 24th November 2000 The perils of financial planning
No. 14 14th November 2000 Sliding into recession
No. 13 7th November 2000 More credit than cents - Gush versus Bore
No. 12 6th November 2000 What's in the small print?
No. 11 31st October 2000 Cutting those losses
No. 10 30th October 2000 Gilts are great
No. 9 9th October 2000 Signals from the lemmings
No. 8 29th September 2000 About bear market rallies
No. 7 19th September 2000 The madness of crowds
No. 6 18th September 2000 The Judge knows best
No. 5 12th September 2000 Oil, credit and recession
No. 4 5th September 2000 Horses and carts
No. 3 21st August 2000 There are bonds and bonds
No. 2 17th August 2000 A time to buy and a time to sell
No. 1 16th August 2000 Our purpose
For our contact details please visit our main site
WARNING: The firm can only be responsible for action taken on our advice given personally and specifically to be suitable for each individual. Statements on this site do not, on their own, constitute advice. Please note that UK regulatory requirements prevent us commenting on your existing investments or giving specific advice, unless you first sign one of our portfolio service agreements.
This advertisement has been approved by Kauders Portfolio Management, who are authorised and regulated by the Financial Services Authority in the conduct of investment business in the UK. Opinions and statistics are valid at time of publication but may differ later. We leave them on the site so that you can see how useful our point of view has been.
© Kauders Portfolio Management 2004