Macron has emerged on top. But France’s involvement in the Euro still needs to be settled – and Macron offers no hope there. And the problem of bringing Islam under control is staring everybody in the face. This latter will not wait for some fiddle. It means that the Euro short is probably very sensible,…
Not good enough Apple has just released its earnings for the quarter ending 1 April, reporting revenues of $52.9 billion, earnings per share of $2.10, a profit margin of 38.9% and an enviable accumulated cash balance of more than a quarter trillion dollars! The company increased its quarterly dividend payments by 10.5% to 63c per…
MySquar (LON:MYSQ) certainly ticks most of the new economy buzzwords of the moment. The question now is whether the company can deliver on the business model. In theory the idea of a company which has a dominant position in terms of social media, gaming and payments in a large emerging economy should be one which…
The only issue on which Mr Corbyn’s Labour Party scores well amongst the British public this election time is on the National Health Service. That is because the NHS, for all its great work, is struggling to keep pace with demand. There’s one key statistic that thinking people need to understand about the NHS. Economic…
It was nice for IG Index to phone me yesterday to point out that, consequent upon my forex positions, I would have to cough up a further £60,000 cash by way of margin call for the weekend’s French election uncertainties. This is the first time that IG have ever phoned me in the last year.…
There will inevitably be winners and losers from Brexit. While it may be the latter who feature most prominently in the headlines, there are plenty of opportunities to profit from the effects of Brexit. One change brought about by the UK’s decision to leave the EU is higher inflation. Last month it moved higher than…
88 Energy (LON:88E) has been and remains something of a stock market darling amongst private investors. It would appear that we are approaching the next stage in the company’s share price progression. Recent newsflow regarding 88 Energy centres on the onshore Alaska explorer’s 270,000 acre acquisition, and in particular the Icewine-2 drilling programme. This started…
In this instalment of The Macro Investor, I’m going to lay the foundations for a long position in cocoa. A solitary undertaking, sound investment comes from developing an alternative, contrarian, view and opposing the crowd when sentiment is extreme. When everybody is pessimistic about the prospects for a market, we hit ground zero. From that…
Among the four main ways to make money from mining gold or silver – exploration, development, streaming or financing a mine – it is streaming (or royalties) that can often be by far the most profitable. I showed in my earlier streaming coverage how streamers tended to make much more profit from a mine than…
Vipera (LON:VIP) is one of many stocks with decent prospects which was originally flagged to me by a Twitter follower – and a decent chap to boot. Vipera is a company which has so far managed to keep a rather low profile, something which always causes me to scratch my head with reference to any…
