For a highly educated group of people, analysts have an unerring ability for “putting their foot in it” and that’s a theme we have commented on many times on this blog and in this magazine. Indeed, what with Evil Knievil, “system sellers” and crooked public company management, you may be wondering who we respect! In…
We have now entered into September, one of the most volatile weeks for the key stock indices in the U.S. economy. With this, there are questions as to where these key stock indices are going next. The bulls and the bears are at it again, adding to the noise already present. In the first eight…
By Investment Contrarians The Federal Reserve will need to make a big decision soon, prior to its Federal Open Market Committee (FOMC) meeting in mid-September, regarding the continuation of its monetary policy. Before Friday’s non-farm payrolls report, the decision was somewhat easy to make on the heels of positive economic data and a good second-quarter…
We received the following press release today and have worked with these chaps – good eggs in my opinion, and regular readers will know I don’t say that about many people, and so are more than happy to publicise. Good work lads, keep it up. One year on from a change in management, share tipping…
Risers ARM Holdings, up 5% The lunch of Apple’s new range of iPhones yesterday has helped shares in ARM this morning as they announced the new 64-bit A7 processor found in the new iPhone 5s carries a higher royalty rate. Bank of America Merrill Lynch estimates that ARM could derive around $1 per iPhone 5s…
The rally in commodity stocks looks like it has legs! Prices of raw materials have taken a bit of a dip in the last week, but the Baltic Dry Index (BDI) has suddenly soared. The BDI is issued daily by the Baltic Exchange, based in London, and measures the utilisation of 23 of the…
Asian markets yo-yoed between gains and losses last night after President Obama appeared to be handed an alternative to military action in Syria, expect this trend to continue as a diplomatic resolution drags out. Commodity prices were the main driver of these fluctuations, with crude oil continuing its price decline Japan’s energy explorer Inpex Corp…
Get ready for some excitement as we move into September, which is historically known to be the worst month of the year for the stock market, according to the Stock Trader’s Almanac. The numbers don’t lie. The Dow blue chips have declined 60% of the time since 1950. The month normally begins on a high…
The last look on the Spreadbet Magazine blog for Gulf Keystone (GKP) was on July 6th when I made some typically cheeky comments regarding the sale of 10 million shares of the company by CEO Todd Kozel just a couple of months before. The view then was that ahead of the judgement due over the…
The chart below displays the outperformance of stocks over bonds during the last near 30 years. What we can see is that we are now approaching a historically significant level. Over the 12m to the 1st August the total return from US equities over US bonds was 40%, a level only exceeded in 1987, 1999…
