HindeSight Investment #103 August 2023 - Newsletter - Read Here
CONTENTS
OVERVIEW
INVESTMENT INSIGHTS
PORTFOLIO UPDATE
HINDESIGHT DIVIDEND UK PORTFOLIO
OVERVIEW
After Lenin’s death in 1924, Trotsky appeared to be the natural successor, but the power struggle that followed saw Joseph Stalin assume the emerging Soviet state’s leadership. Despite a constant search for ‘safe’ exile, Stalin’s reach finally caught up with the Trotsky, with the well-known ‘ice-pick to the head’ assassination in Mexico City, sixteen years later in 1940.
Wagner Chief Yevgeny Prigozhin’s recent demise, just a few months after his ‘mutiny’ was always expected, only the timing was in doubt. Totalitarian states and their leaders methods for maintaining control and power don’t change much and we accept it as the normal state of affairs, as much in the DNA as excess stock speculation in the US, on the ‘new’ thing, currently AI, see NVIDIA-$1.2trillion market cap!
I have just returned from a few days in Northern France, touring the WWII battlefields, (again) with my young military mad son. While the ‘glory’ of war and battles are a historical fascination, he has reached an age where the thoughts of tragedy and futility are questioned. Unfortunately, the accepted actions of war zones, where atrocities and vengeance become the normal such as 643 French civilians murdered in Oradour-sur-Glane within a few days of D-Day, a reprisal against French Resistance activities including the killing of the German commandant of the area. As the conflict continues in Ukraine, it’s depressing to try and explain to my son that young men are still being killed in war.
“…………..we all inhabit this small planet. We all breathe the same air. We all cherish our children's future. And we are all mortal.” J. F. Kennedy
My explanation often starts with Kennedy’s words in mind that, of course, 99%+ of the inhabitants of our small planet don’t want war and killing but are far too often drawn into it under patriotic/religious guise, land sovereignty and geo-political aims of leaders far from the battlefields led by public opinion that is created by the powerful, distorted propaganda that is shovelled out to the masses. The problem is getting access to the real facts, which if were freely available would surely allow people to make the right decisions.
“So, let us not be blind to our differences--but let us also direct attention to our common interests and to the means by which those differences can be resolved…”
To continue reading the rest of the HindeSight letter please subscribe for the price of a cup of coffee per month, only £4.99, paid subscribers please scroll down to continue reading.
WHY SUBSCRIBE TO THE HINDESIGHT LETTER?
INVESTMENT INSIGHTS
Not only do we break down the reasoning behind our monthly share choices, we explain the methodology behind investing so you will learn more about strategies and how they impact your portfolio. Investing is like anything else, the more you know, the better you'll be at it and the better your decision to invest will be.
EMAIL ALERTS
You will also receive timely email alerts detailing portfolio changes to the HindeSight Dividend Portfolio #1, that covers FTSE350 stock as suggested by our Hinde Dividend Matrix and seasoned money managers. These are for immediate changes in opening or closing a position.
HINDESIGHT PORTFOLIO SELECTION
In our monthly HindeSight portfolio selection article we cover in-depth and in plain English, our reasons why we added the previous share to our portfolio with additional insights and performance data that's usually reserved for the trading floor.
OVERVIEW
Our overview features analysis, research & opinion on the latest news and current affairs and is a window into understanding factors that shape markets.
WHY CHOOSE US?
HindeSight Letters is a unique blend of financial market professionals – investment managers, analysts and a financial editorial team of notable pedigree giving you insights that never usually make it off the trading floor.
We help our paid subscribers have 100% control to build their own portfolios with knowledge that lasts a lifetime and all for the price of a good coffee a month - just £4.99. Our history is there for all to see, measure and research.
Visit hindesightletters.com for more information
