05/1/14

The Madness of Markets

Back in February we suggested that investors had irrationally invested in tech and software companies such as Facebook/Twitter etc. ignoring consumer staples, utilities and energy companies and that we would suggest taking profits and concentrating on businesses with ‘real value’.

In this article we suggest the only way to combat inflation (not just the Government’s stated CPI numbers that grossly understate the real financial squeeze felt by the majority of the global population) is to invest responsibly in bringing down the price of energy and food and healthcare rather than the latest tech fashion.

The Madness of Markets