Articles in the “” Category
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Investment Review 3rd Quarter 2024
A fascinating period for global financial markets that resembled anything but the ‘summer doldrums’,...
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A Blockbuster US Jobs Report Calms Nerves
Zuckerberg’s wealth has risen by almost $80 billion this year on the back of the 65% rise in the sha...
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Déjà Vu as Stocks Fall to Start the Month
On Wednesday, the labour department’s Job Openings and Labour Turnover Survey (‘JOLTS’) revealed job...
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90s Nostalgia – An Oasis for Labour
In a shorter week following the late summer bank holiday, you may well have thought you had woken up...
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Eight Little Words
‘The time has come for policy to adjust’. This sentence, take from a recent speech to a symposium fo...
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Complacency Replaced with Fear in Global Markets Rout
Only three weeks ago financial markets were complacent with record share index highs. In the last fe...
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2000 Repeat?
The top 10 largest companies globally: • Trade on a median P/E of 27x today vs 60x in 2000 • Are...
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Luxury & Tech Stocks Lead Sell-off
Google’s parent company revealed revenues increased 14% to $84.74 billion in the second quarter, dri...
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Mello Monday Investing in Good Company
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Surfing the Red Wave
The outlook for the US dollar is the biggest bone of contention, with 42% thinking higher and 29% th...