For many economists, deflation is a dirty word. It is an economic state that should be fought by central bankers with all the ammunition at their disposal. Does it actually hurt the majority of the populace though and should it really be avoided at all costs, in particular with inflation creation..? It is always interesting…
It may not be too surprising to learn that the brief of this particular Spreadbet Magazine blog given the routing of the tech sector this last month, is to look for beaten down stock opportunities in this arena. This of course flies in the face of current “wisdom” as applied by the financial media and…
While there continue to be many gold bugs out there, I’m not one of them—but I do see gold as a trading opportunity. Given what we have seen so far and looking ahead, I just don’t see gold as a buy-and-hold strategy at this time. Yes, there’s money to be made, but it’s going to…
Asian markets slightly gained throughout the night off the back off Janet Yellen’s comments earlier in the evening which followed on from the gains that were seen on Wall Street, clawing back its losses for the past three consecutive sessions. Google reported disappointing Q1 earnings after the closing bell last night as a 29% increase…
It seems our recent calls that the US market in particular is overvalued and due a correction is now beginning to permeate amongst the wider investing public, particularly when married with the continued withdrawal of monetary stimulus in the States (albeit stable in the UK, likely increasing in Europe and almost certainly new stimulus around…
European futures are signalling a higher open following a late rally on Wall Street and a positive session in Asia overnight. Asian shares were lifted after China reported first-quarter GDP growth that exceeded expectations. The domestic economy grew by 7.4% in the first quarter, exceeding the 7.3% forecast. However, the data still showed a slowdown…
The market recovered from a difficult test yesterday. By about mid-morning the equity market was hurting, with not the normal underperformers dragging indices lower but the recent winners – the golden stocks. Companies that had experienced great praise from the market over the last twelve months were subject to a heavy repricing of risk, one…
Titan Investment Partners flagship Global Macro a/c?
It seems that our old friend “Stevie” Steve Cohen of SAC Capital is back! Retaining his current headquarters at 72 Cummings Point Road but under the new name of “Point72” – a sop to the firms physical address. Ten years after the SEC’s crackdown on SAC’s portfolio managers started, the eponymous hedge fund was forced…
