It’s a Mad, Mad, Mad, Mad World

It's a Mad, Mad, Mad, Mad World By Bill Blain If you want to figure out what's likely to happen in the next eight months, a good start is to try to understand what's been happening over the last eight years – since the collapse of Lehman and the beginning of the Global Financial Crisis. Understanding what a portfolio should look like to cope with whatever the next few months hold… well, that's a big question, deserving of a very big roundabout answer. Unlike many market commentators, I'm not given to predicting the end of the world. One of the things I've noticed over my 30 years in markets is that they always over-react and over-anticipate. The trick is stripping out the noise to predict exactly when to play them. A good example was in the immediate wake of the Brexit vote when stocks tumbled. It was the perfect moment to step in and buy. In fact, I am moderately positive. I even expect we might see some resurgence in global growth in the coming months, but I'm cautious as to how sustainable it can be. What the markets really need is normalisation – and as the recent Bank of England panicked rate cut highlights, there is little sign of that happening… Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,858.70, an increase of 12.12 points. The FTSE 250 rose 132.89 points to finish at 18,193.13. The FTSE All Share climbed 10.35 points to finish at 3,748.21. The FTSE AIM All Share ended the day at 808.07, up by 6.37 points. Shares in infrastructure software developer Micro Focus (MCRO) shot upwards by 14.7% to 2,243p after it was announced that the company had reached a definitive agreement for the acquisition of Hewlett Packard Enterprise's software division via a merger. The deal is valued at $8.8 billion (£6.58 billion) and current HPE shareholders will own 50.1% of the combined business once the process is complete. However, Micro Focus' management have said that they will retain total control.   Don't miss our September issue! Click HERE to read. Electronics retailer Dixons Carphone (DC.) said that it had increased its revenues by 9% during the 13 weeks ended 30th July with strong growth in the UK, Southern Europe and the Nordic region. So far, Brexit has not had an impact on trading but the company has a number of contingencies planned including currency hedges and the negotiation of long-term credit facilities. Shares in the business rose by 14.8p to 389p. Property site operator Zoopla (ZPLA) has reported that EBITDA for the 2016 financial year will be towards the upper end of market expectations. Property services partner numbers are continuing to increase and the comparisons arm of the business is outperforming the market. Shares in Zoopla closed at 329.80p, up by 3.40p.  Tomorrow's news today Go-Ahead Group (GOG) and Avation (AVAP) will release final results. Quote of the day "No one wants advice - only corroboration." - John Steinbeck Latest Stories Chart of the Day: GW Pharmaceuticals By Zak Mir Gaps through the 50 day moving average are normally great momentum indicators. This is especially the case when a stock or market is towards the lower end of the range. In the case of GW Pharma we have a mid-range version of the genre... Click Here To Read The Full Story India's Fintech Revolution By Samuel Rae It was bound to happen – and now it has. India's love affair with technology and e-commerce has spawned an explosion in "fintech". We can define fintech as digital technology businesses that compete against (and disrupt) – or sometimes support – the activities of established financial institutions… Click Here To Read The Full Story Chart of the Day: Finnaust Mining By Zak Mir It is usually the case that I prefer to look on the bright side as far as stocks and markets, especially as this tends to be the angle most private investors are most comfortable with. The question is whether with Finnaust Mining this is the best approach at current levels… Click Here To Read The Full Story Huge upsurge in the value of index-linked bond funds By Nick Sudbury Recent analysis by the Wealth Club showed that the best performing area of the market in August was the UK Index-Linked Gilt sector with an average return of 10.52%… Click Here To Read The Full Story Chart of the Day: Pantheon Resources By Zak Mir On the face of it, at least from the perspective of a non oil industry expert, the decline in Pantheon Resources was overdone. However, it may be the technical / charting position which investors should take note of… Click Here To Read The Full Story Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news straight to your inbox. 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