Sunday, 16 September 2018

Stories we should be thinking about

Stories we should be thinking about   

Shall we start with Brexit? Change a-coming on the UK domestic political
front? This is from today’s Sunday Times and it does not read good for the UK
Prime Minister:




But…(as i have been arguing all year) I do not see an imminent domestic political
revolution.  As this piece notes...there is not a strong Opposition currently and
plenty of general political angst:




The key for the UK political scene this year and into next year remains forging a
Brexit deal...and inevitably this practically means Brexit bill inflation...



...the trouble is there is a clear schism in terms of Brexit views and hopes regarding
the impact of a ‘no-deal’.  As noted below, an optimist sees a reason to be optimistic,
a pessimistic sees a reason to be pessimistic...


My view would still be a soft Brexit reality as the most pragmatic reality - and the
most likely set-up to get both Parliamentary and popular acceptance.  And then
the bigger game...how to make the most of a post-Brexit world.

And to read the rest of Stories we should be thinking about click HERE.

Thursday, 13 September 2018

Three new financial media articles i have written

I have published three new articles on the Share Prophets website so far this week 

The first was inspired by weakness in the FTSE 100 (and the opportunities it can lead to) and can be accessed here...

"Don't panic about the FTSE 100 being 
at a five-month low"

...whilst the second (access here) mused about a UK retail name that had reported: 

"Dunelm - the frilly curtains bounceback continues"


Finally there were some comments on two UK names that have traded in a similar price range recently (link here): 

"Will Morrisons or Biffa be the first to a three quid share price?"


ShareProphets

Sunday, 9 September 2018

Stories we should be thinking about


Stories we should be thinking about    


Is the US market rolling over?


Kind of interesting (via @bespokeinvest) that ‘the S&P 500's intraday high and low
has been lower than the prior day's respective high and low for six straight days
now. That hasn't happened in more than six years’



I say ‘interesting’ because as per the link here, US equities have been so hot YTD...


...and the index only just off their all-time highs (unlike many other markets):


And some other changes are happening too in the US.  Friday’s NFP numbers
were in-line ish with the wage earnings data the most striking:



And the impact of all this?

To access the rest of Stories we should be thinking about click HERE.