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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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Trader Portfolio 2 - October '23

October 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

We are now into the second anniversary of falling share prices for the FTSE-250 and small caps since their peak in early September 2021 but there’s a glimmer of hope on the horizon: the expectation that the MPC will finally start to ease monetary conditions. Looking back, it’s astonishing that leading up to the Global Financial Crisis, Professor David (Danny) Blanchflower, a former MPC member, stood alone in advocating for a cut. In August 2008, he repeatedly warned of two million Britons potentially losing their jobs. He was dismissed as a maverick and ignored, and the rest is history. Now, fifteen years later, key indicators are flashing red again - shrinking money supply, weak business surveys, and earlier falls in produ ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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