I will include my latest thoughts on markets and portfolio risks and opportunties in my monthly briefing, which will be published in the next few days.
In truth , nothing much comes to mind that is different to the thinking I have published in the last 2 or 3 weeks – markets have returned to a more stable and optimistic state and those who took up a buying opportunity in early March will have been rewarded so far.
In my monthly missive, I usually address a specific subject in detail with my objective being the broadening of my readers’ knowledge of the way in which investment markets work in reality and at times I address some of the underlying theoretical apsects.

I don’t have any topics in my queue ths month, so as I have done before, I invite all subscribers to email me with any topics you would like addressed in the style that you will know by know I adopt.
I try to treat my readers as intelligent experienced people who don’t want to be fed baby food but something more meaty, but not so esoteric or techincal as to be indigestible!
Please respond straight away if any subject comes to mind!
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