Weekly note – another market wobble, updates on investment ideas, and (cheerfully)the Black Death

Plus, Shore Capital’s dividend screen, a quick reminder about the Aurora October event, and D9 has more grim news.

Programming note: I’m still on weekly notes with regular service (thrice weekly) resuming in mid-September.

Macro: volatility picks up, again!

Another week and another bout of market volatility! The first chart below shows price returns over various periods through Friday at the end of last week.  Some quite big (negative) numbers are on display here, wit…