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FLEET STREET LETTER

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Contrarian, cutting-edge analysis for sensible, long-term investments that secure you high growth and healthy dividends.

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European Union

The One Indicator to Watch for Signs of Europe's Recovery

To get a feel at how Europe’s doing, it’s worth looking at the Purchasing Managers Index (PMI) for the region’s manufacturing sector. This is the most crucial ‘turning point’ indicator for the economy, as manufacturing represents nearly a quarter of total ...
Read More | Date 15/04/2009
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European Union

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Angela Merkel to Eastern Europe: Drop Dead!

You remember that famous cover story of the New York Daily News? New York was nearly bankrupt in 1975. The city asked the feds for a bailout. To his everlasting credit, Gerald Ford had the backbone to just say ‘no’. Had he given the city a bailout Ford might have ...
Read More | Date 04/03/2009
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Should Britain Join The Euro? No, No, No!

"Britain is closer than ever before to joining the euro"– Jose Manuel Barroso, 1 December, 2008We sincerely hope not.On 17 November, we raised our concerns that a fresh wave of pro-euro rhetoric would soon be making its way into the mainstream. Two weeks ...

Recycling WEEE: EU To Clamp Down Vigorously On ‘E-waste’

Can you imagine throwing your TV away every 12 months and getting the latest model?It’s not going to happen unless you live on the 9th floor of a Los Angeles hotel with a troublesome 70’s rock group (and let’s face it not many of us do...)However, when it ...
Read More | Date 04/12/2006
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Danger! Britain's Sovereignty at Risk from New EU Plot

Imagine the next general election is held in 2009. David Cameron’s Conservative party beats Labour by two million votes, and gains enough seats to form a majority government. But Gordon Brown refuses to go. “I really believe that the electorate did not reject ...

Investment Opportunities In Germany After The World Cup?

Welcome to Thursday's edition of Profit Watch. I'm Beat Erni. If you have just joined us, I'm part of the Profit Hunter team. I'm the Swiss guy and I'll be writing to you most Thursdays - when I'm not travelling. If I'm away, one of my colleagues will be in ...
Read More | Date 07/06/2006
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Poland’s March To Consumer Capitalism

Poland’s September election surprise attracted much less attention than the election in neighbouring Germany. Yet the result, which swept the heirs to the former Communist Party out of power, will mean tax cuts and a sharper focus on economic growth, and opens ...

Tax Threats Frighten German Electorate

A lot of hopes rested on Angela Merkel the Christian Democrat candidate for Chancellor in the German elections. Earlier in the summer, her party was far ahead of Gerhard Schröder’s Social Democrats in the polls. It seemed likely that the CDU-CSU would gain an ...

German Elections: Prospects Of A Hard Left Coalition In Germany

In June, Angela Merkel, the leader of the German Christian Democrats, was cruising to an expected victory in this autumn’s German elections. The Christian Democrats were 21 points ahead of the Social Democrats, and the likely coalition of Christian Democrats ...

European constitution goes far beyond public support

Until the French referendum, on 29 May, the European project was protected by an aura of inevitability. In 50 years since the Treaty of Rome, there had been many setbacks, even periods when the project seemed to have lost all its momentum. Yet each time the ...

European Union

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Your capital is at risk when you invest in shares – you can lose you some or all of your money, so never risk more than you can afford to lose. Figures may refer to the past or be forecasts. Past performance and forecasts are not reliable indicators of future results. The FSA does not regulate certain activities, including the buying and selling of commodities such as gold. If in doubt about the suitability or taxation implications of any investment, seek independent financial advice.