Market Scorecard It was a massive day for the US market yesterday! Before this Covid-19 crisis, we would be talking about a 7% market move for weeks. Now though with the market volatility, we have seen a few moves already more significant than 7%. Asian markets are on track for their second green day … Continue reading Market Goes Back To Work
JnJ
Trade Talks a Test Match
Market Scorecard Over this week, stocks globally have been focused on trade talks and the looming US shutdown. Every time there is a new tweet or press statement, there is a shift higher or lower, the dollar moves and bond prices change. At the moment, trade talks seem to be going slower than the … Continue reading Trade Talks a Test Match
The Shutdown is Shutdown
Market Scorecard The US shutdown has been put on hold for three weeks while politicians try to resolve their differences. Can you see the Republicans backing down on their demand for a wall or the Democrats opening up funding for a wall? As it stands, another shutdown is on the cards for just after Valentine's … Continue reading The Shutdown is Shutdown
Shop Right
Market Scorecard Markets had a strong close on Friday thanks to high hopes of a trade deal, then US markets were closed on Monday, but on Tuesday they dropped over 1% because of worries a trade deal won't be reached by the 1 March deadline. March is going to be a huge month for political … Continue reading Shop Right
Why Diversify
Market Scorecard After the initial shock from Trump's anti-trade talk on Monday evening, the markets recovered as the day went on to finish the session in the green. Most books on negotiating say that your first offer needs to be a low one, and then work from there. Remember Trump and Xi are meeting … Continue reading Why Diversify
JNJ goes Woke
Market Scorecard I was thinking this morning about a time earlier this year where it got boring writing about new record highs each day. We are now at the other end of the spectrum, where most days are down days. Our local market is down around 13% this year, but it could be worse, … Continue reading JNJ goes Woke
Netflix and Hold
Market Scorecard Did you see that Japan and the EU, have just signed the biggest trade deal ever! Japan, EU Sign Trade Deal to Eliminate Nearly All Tariffs; the deal covers nearly a third of the global economy and over 600 million people. A big win for free trade proponents. As the US alienates … Continue reading Netflix and Hold
Healthy Numbers From JNJ
Market Scorecard Focus over the last two days has been on the airstrikes in Syria. One side says all their missiles hit their targets, the other says most of the missiles were shot down. Rule number one in politics, choose the 'truth' that best suits you. More pressing for markets is China giving dates … Continue reading Healthy Numbers From JNJ
Swipechain
To market to market to buy a fat pig. Phew, we survived super earnings Thursday. Given their huge growth rates, coupled with high expectations, tech stocks are always the most exciting earning events. It has been known to happen where a tech stock, particularly those belonging to 'FANG', can rocket 20% or slump 20% … Continue reading Swipechain
This Elephant can Dance
To market to market to buy a fat pig. Earnings galore coming from the US. What a time to be alive! Not because companies are releasing earnings, they do that every quarter. But because the earnings coming through are looking fantastic. Alphabet (Google) grew sales by 24% off a massive base. This equated to … Continue reading This Elephant can Dance
