Throughout the last month we have been suggesting that there is a cracking opportunity to invest in Chinese stocks, given the serious undervaluation on almost every measure and certainly relative to developed markets like the US & Northern Europe aswell as other emerging markets. The last signal it seems we need is for Anthony…
More commentary in recent days on the real reason for “the wizard of Oz” Greg Coffey’s departure has piqued my own interest. After a stellar run prior to joining Moore Capital, Coffey succumbed to the immutable law of diminishing returns with his two emerging-market funds losing 16% and 2.3% respectively over the last couple of…
Greg Smith, Ex Goldmans salesman An interesting read in the Telegraph today about the a accusations made by Greg Smith, a former salesman who resigned from Goldman’a in March in a letter to The New York Times and created quite a furore. His book about his 12 years at the bank was published in the US on…
For more interesting research & professional Technical Analysis from Cantor Index click here to register for free. 23 October 2012 UK Corporate Announcements Whitbread announces H1 underlying operating profit of £193.4m gained 11% and total sales gained 14% Laird states that it remains confident on its full year expectations and remains well placed Sanderson states that it sees its trading…
It is 25 years to the day since the 1987 Crash (how time flies eh?!) and so I thought it might be a good exercise to look at the chart structures leading upto the crash to see if there are any amber signs for us at this point, given how close the US is to…
You will have seen our post on Friday that we believe that the FTSE350 mining sector is materially undervalued; in this post, we look at the wider AIM index. AIM is of course a general “risk-on” play. With a whole heap of small companies across many sectors, there is little correlation with the FTSE 100…
The US Federal Reserve, headed by “Helicopter” Ben Bernanke, has been trying hard to put the US economy back on the rails to prosperity in recent years. After huge cuts in the country’s key interest rate and purchasing trillions of both government bonds and mortgage-backed securities growth has, finally, been picking up some momentum in…
For more interesting research & professional Technical Analysis from Cantor Index click here to register for free. 22 October 2012 UK Corporate Announcements Senior announces that trading has been in line and that it sees further progress in 20013 and beyond if the markets are stable Devro states that it sees full year operating profits coming in…
David Buik, Cantor Index The start of this year’s 3rd quarter earnings season was predictable – an average effort from Alcoa, which saw global aluminium production fall. Though this mining titan’s figures were marginally better than expected, which stopped the Street of Dreams reacting adversely, it was followed by a slew of banking results which could…
Although it is great to have the chance of being middle aged (46), if I had followed the advice of My Generation by The Who (only one of them did) and died before I got old, I would have missed out on a couple of pet hates. The first is the Man Bag (don’t think…
