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In this week’s Diary, news from China and New Zealand, before concentrating on the company results season which, although just getting started, is already delivering important messages. And, after a long absence from these Diaries, some Leonard Cohen.
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In this week’s Diary, an update on a busy fortnight, inflation news from Beirut, why the US is leading the recovery and the differences between private and public ownership. And finally a bit more about Charles Dickens.
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The stand-off between tough times now and better times to come continued last week. Directionless trading resulted with equities down and bonds unchanged to slightly weaker.
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The transportation industry has been revolutionised since the introduction of electric vehicles (EV), not just for their positive environmental impact, but also with their marketing tactics, revenue generation and distribution.

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Artificial intelligence in the time of disease

Artificial intelligence

About the author

David Miller is a Quilter Cheviot Executive Director and active investment manager. He makes regular appearances on TV and radio and is the author of the prizewinning weekly, Diary of a Fund Manager which now has a global circulation list of over 20,000. In a career spanning four decades, he has worked as a stockbroker and then fund manager, advising private individuals throughout, for the last ten years at Quilter Cheviot which is part of the Old Mutual Group. He read Natural Sciences at Cambridge University and is a committed empiricist, suspicious of economists with theories.

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