Good Riddance October

  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

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These Big Names need Vitality

  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

Alpha-Bet on it

"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