Technically Speaking

Technically Speaking

With two consecutive quarters of decline in GDP the United States has, by some measures, entered a recession, technically. In fact, the National Bureau of Economic Research determines whether the US is in a recession, and they use metrics other than just GDP. That...
Marking the midpoint of the year

Marking the midpoint of the year

The summer solstice has been celebrated at Stonehenge for millennia. It is a significant time of the year for us at Tellsons too; not because of the position of the sun in the sky, but because first half earnings season is upon us. And this year it is even more...
Beware the Bear

Beware the Bear

The origin of the term ‘bear’ in financial parlance stems from the proverb that warns: “not to sell the bear’s skin before you have caught the bear”. This was applied to short sellers in the South Sea bubble in the 18th century and means someone who believes prices...
Reckitt – In Brief

Reckitt – In Brief

Last week Reckitt reported an increase in their prices of 5.3% in the first quarter, in line with the likes of Procter & Gamble and Nestle. And volumes were also up if you exclude pandemic distorted surge and declines in Lysol. The company raised its outlook for...
The business cycle in focus

The business cycle in focus

High inflation, rising interest rates, and pandemic disruption to global supply chains are issues that we are all facing, investors and consumers alike. Investment markets have been grappling with their effects for months now, and together with war in Ukraine, the...

Website Terms of Use

 

This page (together with any documents referred to on it) governs your use of the website, www.tellsons.co.uk, (the ‘website’). Please read these terms and conditions (‘T&C’) carefully. By using this website you acknowledge that you have read, understood, and agree to be bound by the T&C. [please click on the button marked ‘Proceed’ at the end of the legal notices.] If you do not accept any of the terms of the legal notices, please discontinue use of this website.

i) The products and services described on this website are available only in the United Kingdom. The information on this website is not an offer or solicitation by anyone [in any jurisdiction in which an offer or solicitation cannot lawfully be made, or to any person to whom it is unlawful to make a solicitation]. This website is only intended for use by residents of the United Kingdom. If you choose to access this website from outside the United Kingdom, you do so on your own initiative and are responsible for compliance with applicable local, national or international laws and regulations.

ii) Nothing on this website should be construed as being investment advice.

iii) This website contains views and opinions of Tellsons Investors LLP and these may change over time.

iv) Whilst Tellsons Investors LLP uses reasonable skill and care in compiling the information on this website, errors or omissions may occur and no warranty is given as to its accuracy or completeness.

v) Any enquiries may be directed to enquiries@tellsons.co.uk