26 October So the ECB hinted at more QE last week, with December slated by many as the time when confirmation of an extension of Eurozone policy easing will come. This should both alarm and, well, not alarm in equal measure. I’ve been trying to work out whether this is bullish or bearish all weekend,…
19 October 2015 A basic tenet of economics holds that a pound today is worth more than a pound tomorrow. This is down to your ability to purchase at a known price today versus risking paying more in the future. It is also based on being able to earn interest on that money immediately. The…
16 October 2015 Investors are getting increasingly excited about the £2bn Lloyds Share Offer set for next Spring. A standout conversation I had recently saw me asked ‘what can I do now if I don’t want to wait?’ Investor: That Lloyds deal looks fantastic James. I’d be happy with a 20% return over a year….
16 Oct 2015 Rio Tinto (RIO) shares are failing to derive any benefit whatsoever on this risk-on day from a Q3 production update reporting iron-ore shipments +12% QoQ/+17% YoY and thus supportive of growth. While a decent headline grabbing statistic, and suggestive of growth, it is unfortunately easily countered by Copper production -24% YoY, underscoring…
15 October 2015 Shares of Burberry (BRBY), whilst already in a strong 2015 downtrend, have taken another sharp leg lower as investors check-out following a weak H1…
14 October 2015 Positive investor reaction to the Hargreaves Lansdown (HL.) Q1 trading statement has helped its shares break out to 18-month highs, bucking today’s UK Index…