Small Cap Value Report (Mon 5 Aug 2024) - placeholder

Good morning from Paul amp; Graham!
It looks as if we're in for a bumpy ride, as Bloomberg reports this morning, 
"Global Rout Deepens With US Stock Futures, Asia Stocks Plunging"
The Japanese market has fallen around 11% today, and almost 20% in the last 5 days. Bloomberg reckons it's due to high levels of margin trading in Japan, reaching an 18 year high recently. There's also been a sell-off in many other global markets, as I touched on in this weekend's podcast. I'll leave it to others to analyse the reasons, I'm just flagging that we could be in for a bumpy ride here. Personally I'll be ignoring this volatility, as I'm in good stocks, and don't use margin any more, so I can ride out any market volatility.

Explanatory notes -
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