My first blog on Football & Economics, published just over two years ago, discussed how billions of pounds, euros and dollars have been poured into the beautiful game over the past few years. A number of recent reports and statistics have demonstrated that there are few signs of this trend reversing: ⚽ Driven by the…
I have to admit that the Twitterati I follow are increasingly an excellent source of charting material. At the very least they provide situations such as Westminster Group (LON:WSG), which one can then investigate. What can be seen on the daily chart of security group Westminster is that the shares have been in a holding…
The Kraft Heinz bid for Unilever (LON:ULVR) is quite interesting. When preparing for a bid like this it is wise to canvass major shareholders well in advance of parking one’s tanks on the oppo’s lawns. This might have shown that there was/is no discontent with ULVR’s management. On this basis the deal would purely have…
One of the worst enemies of a serious long-term investor is a high level of correlation. The main reason for this is that high correlations make all of us the same: you are equal to me and I am equal to Benjamin Graham. We all look fantastically clever or terribly stupid at the same time,…
I have been a fan of Tern Plc (LON:TERN) without knowing much more about the company other than the buzzword concept “the internet of things.” However, it could very well be that this and a bit of charting may actually be enough. I have to say the journey for fans of tech investor Tern has…
James Faulkner interviews Chris Darbyshire, Chief Investment Officer at Seven Investment Management. James Faulkner: Hi Chris. Thanks for taking the time to speak with Master Investor today. Could you kick off by giving our readers a brief summary of 7IM and its offering to clients, as well as an overview of your role at the…
A vertebra in the spinal column of the world economy is causing pain. As I write the price of Brent Crude is at US$59.99. According to the Knoema[i] website, the break-even oil price ranges from US$149.90 in Venezuela to US$60.50 in Qatar. So, on that basis, almost no one is making money in oil right…
Versarien (LON:VRS) is a standout stock, perhaps as much for the name as for what the company does. The present charting setup is also noteworthy. I have to admit to having something of a soft spot for cutting edge tech companies, both of the gadget variety and, in the case of Versarien, materials as well.…
They nearly blew up the world with crazy exotic instruments called derivatives, conceived in an orgy of greed. They were bailed out by panicked governments who thought they were “too big to fail”. They were subjected to new rules because everyone knew that their much vaunted “risk models” didn’t work. And then they were challenged…
Predicting the future is fraught with difficulty. Even during the most genteel of trading conditions, risks can come along which even the most pessimistic, doom-mongering of investors didn’t see coming. Given the uncertainties facing investors at the moment, I think it’s even more challenging than ever to guess which way the market is going to…
