It was great to see you at the seminar yesterday evening. As said, I really enjoyed every minute of the presentations, all of which gave me a lot to think about.

Just looking through my notes, My thoughts of particular interest were what you said on:

• End of bull market for Treasuries, increased breath in Russell 2000 but contextual loss of uptrend consistency in selected parts of the S&P500 (transport and Utilities),
• The selection of Biotech stocks (we own Gilead!),
• What highlighted on the Topix, HSI and Sensex (I am looking for a good entry point in the first, I am uncertain about the second to be honest, I have a position on the third)

David Brown presentation I think was very valuable, I look forward going through his presentation when it will be published.

Finally Iain Little gave a great overview on Investment trusts many of which I did not know and that I will look into carefully over the next few days. He made also a great presentation on the defined maturity bond funds which to be honest I do not know well.

I hope to see you again soon, 

David Fuller's view

Many thanks for your kind words.  I thought it was a great session, not least because of the discussions with delegates at such an interesting time in the markets.  The speakers and delegates all participate to learn.  Preparing my own presentations concentrates my thoughts.  I learn from the other speakers and from the comments of delegates.  That is what makes these sessions fun and rewarding.  I hope you will be able to attend more of the future Markets Now sessions.