I USED TO BE INDECISIVE BUT I'M NOT SO SURE NOW

Apart from poker my next great love is football.  I don't really follow one specific team but rather follow players...That approach might seem strange but it provides me with a lot of enjoyment.  At the moment I am struggling with what is happening in the English Premiership and the fact that some of those major stars are not playing football. Let me focus on the main three Costa, Coutinho and VVD.  I enjoy watching all three players over the years and any team would like to have them in their side.  I remember my dad talking years ago that no one was bigger than the club....sadly those days appear to be gone.  All three are not playing.  Costa appears to be the worst and I can't see anyway back to Chelsea for him so I would think that Chelsea should just get the best price and move on.  The other two are slightly different.  While you may get some die hard fans hating them forever I do believe that should we get to September 1st and they still a...

So I read an article yesterday on Reuters that mentioned Fangs.  I thought I'd write this to try and explain. Fangs are the abbreviation for Facebook, Amazon, Netflix and Google.  It s a strange combination but  is probably the equivalent of the Marvel Agents of Shield.  A team made up of experts in their field and put together unstoppable. This year stocks in Fangs have provided strong returns so far and this is unlikely to change.  However these stocks must continue to see significant events in order to stimulate further upside. In 2017 Facebook (FB) was up 33%, Amazon (AMZN) 34%, Netflix (NFLX) 33% and Google (GOOG) 26% Each of these FANG stocks focus on technology and internet services and nearly all investment managers with over $100 million in assets revealed that most prominent hedge fund managers have FANGS in their portfolios. The stocks were included by reputable funds like Berkshire, Soros, Renaissance and Citadel in the early part of 2017. Recen...

So I have been spending some time looking at Brexit and the effect this may have on Hedge funds and UCITS in particular.  It certain looks like a lot of companies have already and are currently deciding whether Ireland, France or Germany will benefit from such change.  I spent some time recently casting an eye over some articles by the Gabelli family who have a very dynamic view of certain things in the every changing world of Brexit and indeed Trump America. The Gabelli family headed by Mario Gabelli @mariogabelli and his son Michael Gabelli @michaelgabelli have an important presence in the UK with GAMCO being recognised as an innovative business leader. To take things back a bit the world had to get used to Trump and Brexit both of which were a massive surprise to most commentators.  Certainly Mario Gabelli and Michael Gabelli believe that the industrial sector can remain positive under the Trump presidency due to increased fiscal stimulus. Mario and Michae...