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Len Watson @GIABHS.com Financial news NOT recommendations

35 years in trading and investments, including senior trading roles at international banks. Spent 28 years at IPC as a Portfolio Manager, managing global fixed-income portfolios and strategies. Created proprietary software for bond market analysis.

Newsletter · By Len Watson - GIABHS.com · Official site

Indexed issues, last 90 days
42
Latest publication
Oct 1, 2026
Audience
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Earliest in this view
Sep 7, 2026

Latest issues

  1. Issue · Oct 1, 2026

    Thoughts for the day PODCAST (opens the original)

    Excerpt · Positive tone

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    Good morning to Thoughts for the day Podcast. Please listen to the attached MP3 audio file.Not got time, then listen on the go!For a deeper dive on today’s topics, please read the Thought for the day New Note.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!NT3U!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F87c324f9-d8b1-4bf3-b7c4-db174b326be8_712x1454.

  2. Issue · Oct 1, 2026

    Thoughts for the day NEWS (opens the original)

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    <img alt="" class="sizing-normal" height="332" src="https://substackcdn.com/image/fetch/$s_!7fqa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fadb73d32-239f-4152-afb0-80f8e63c253b_974x332.jpeg"

  3. Issue · Oct 1, 2026

    Thoughts for the day DATA (opens the original)

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    <di

  4. Issue · Sep 30, 2026

    Thoughts for the day End of Month Review (opens the original)

    Excerpt · Neutral tone

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    GRYPHON INVESTMENT ADVISORS BAHAMASA summarised voice note attachedThoughts for the DayMonthly OverviewA Month Like a Slow SqueezeDear Fellow Investors,September was the month the bond market stopped asking permission. For most of this year it has been possible to treat the war in the Gulf as an oil story and the Federal Reserve as a question of timing. By the final week of the month, neither view held. The

  5. Issue · Sep 30, 2026

    Thoughts for the day PODCAST (opens the original)

    Excerpt · Positive tone

    Read excerpt

    Good morning to Thoughts for the day Podcast. Please listen to the attached MP3 audio file.Not got time, then listen on the go!For a deeper dive on today’s topics, please read the Thought for the day New Note.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!eFpP!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F962e9a4c-17b4-4924-87db-6b9118c4783c_712x1454.png" target=

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