Topics discussed today:
- A subdued week in equity markets - but not in Bitcoin, which has flirted with the $100,000 level as a wide open era of deregulation beckons.
- Despite growing geopolitical tensions and nuclear saber rattling, markets remain sanguine and unrattled.
- The first dusting of snow has led to a chill in the air around future energy inflation and Natural Gas stocks are ticking upwards.
- Within equity markets stocks with high margins are dominating defensive value and dividend paying stocks, while companies are increasingly confident in passing price rises through to customers.
- We study the slow motion pension revolution in the UK and ask about their low level of equity investment relative to bonds and put that into global context.
- Will turning that ship around be a step too far?
