Blog
Over 20 years experience and counting...
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Hedge Fund Analyst 101
Jul 27, 2019
This week I shared a new stock idea with Trading Club members using our Company Analysis Checklist to cut through the noise and reveal the true fundamental value of the business.
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Why Fund Managers Love Facebook
Jul 12, 2019
It has certainly been favourable to equity investors, with emerging markets in particular rallying hard on the dovish rate outlook reiterated by Jerome Powell in Wednesday’s FOMC meeting.
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He Said, Xi Said
Jun 28, 2019
It may prove to be the ‘calm before the storm’ with the G-20 summit getting underway this weekend, with the highly anticipated talks between Presidents Trump and Xi potentially providing an opportunity for a US-China trade deal, which would be a [...]
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Sorry If You Lost Money This Week...
Jun 21, 2019
With bonds making successive new highs, and stocks adding to their more than 7% rally month-to-date as a return to QE was all but confirmed by key central banks globally, commodities also saw gains, with gold and crude oil surging on a combination of[...]
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Making Money Since the Summer of '69
Jun 14, 2019
There have been reasons to be optimistic this week as equities held reasonably firm despite escalating tensions between the US and Iran following explosions on two oil tankers in the Strait of Hormuz, arguably the world’s most strategically importa[...]
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Rate Cuts? You Better Believe It
Jun 07, 2019
This week has seen risk assets bounce back following dovish comments from the Fed’s Jerome Powell on Tuesday, issued in direct response to lingering concerns over US President Trump’s trade tariffs being imposed on imports from China and Mexico.