Who’s winning stock of the year & Andrew Brown discusses what’s coming
Equity Mates Investing Podcast
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The Future of Stocks
I would expect indices to have a period of consolidation and perhaps a fairly significant retracement, because we're not going to get anything much happen that's positive for stocks on the interest rate front. I'm being very careful on banks still, certainly because there's been a structural shift in the banking system. The whole system has shifted across as rates have gone up to money market funds. So even the big banks are actually losing deposits when you look at it. What I should add, guys, is I'm probably as negative about as trade years I've ever been. It's going up further going up. We don't have a big US exposure in the dynasty trust at the moment at
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