Market Scorecard Yesterday saw another 'risk on day' for the market. There were further hints from China around the possibility of a trade deal, and in the US the only question seems to be which US state will have the honour of hosting a signing ceremony. A poll of market participants in September found … Continue reading Just Keep Running
Market Scorecard Global markets were subdued yesterday. Japan and Mainland China are currently on holiday, all the major companies have reported numbers, the Fed announcement had come and gone, and there was only low-level economic data. Today is at least jobs day in the US, which should see some reaction from the market. Then … Continue reading Berkshire Enters the Jungle
Market Scorecard On Friday, before the US market opened, jobs data for October was released. It showed that wages grew at the fastest rate since 2009; good news for short-term GDP growth, but higher wages generally comes with inflation down the line. Despite the good jobs data and the rally on Thursday, economic advisor … Continue reading Good Riddance October
To market to market to buy a fat pig. As expected Janet Yellen announced no change to the US interest rate last night. Inflation over the next 12-months is expected to get to the target of 2%, which signals we are still on for three small rate raises this year. During the Fed's 105-year … Continue reading These Big Names need Vitality
"They have obviously identified the company as ticking all the boxes. Owning companies is what they do. And that is why this is more important, whilst it represents a small investment for both parties, it is important at the fringes. Apple stock rose 3.71 percent, off the 52 week lows." To market to market … Continue reading Berkshire Appleway
"This commitment to customer service is what distinguishes Amazon.com from their competitors. I think that the company is fairly priced considering its huge growth rates which are likely to continue for years to come." The latest blunders video has hit the screens last week, what haven't you watched it yet? Follow the link Blunders … Continue reading Profits. Not hidden in the jungle.
"Larry Page will be running Alphabet, Sergey Brin will be his partner, not much changes there. Sundar Pichai will run Google, he is highly regarded and got tweets of encouragement from the likes of Satya Nadella, the Microsoft CEO, Tim Cook, the Apple CEO and Google Chair, Eric Schmidt. He comes with a top pedigree, … Continue reading Alpha-Bet on it