Sunday, 14 January 2018

Stories we should be thinking about

Stories we should be thinking about  


You know those really strong YTD markets…?


Thought-provoking graphic below...highest bull/bear ratio since 1987, eh?  
Can’t remember what happened back then...
(h/t @Callum_Thomas)


And, of course, we know why investors are so excited...because markets
are excited:

And you know what that sort of hope factor leads to?  
Why bother hedging...


I can’t think what possibly could go wrong! Turning to some other
issues...such as Brexit. Got to accept it is coming (despite the
below) but to focus on managing the transition




Meanwhile elsewhere in Europe there was some sort of a breakthrough
in the German coalition talks just before the weekend started but - as
The Times notes - there is plenty of discussions still to come (but
it feels like me as if she is in legacy mode which should be good for
pan-European spending)...

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

Friday, 12 January 2018

Two more financial media appearances

I wrote a piece titled...

"GKN - a January bid for a 

'tip of the year'!"


...which was uploaded just now to the ShareProphets website.  A link to the piece (free sign-up) is here.





Also I appeared on the Vox Markets podcast today talking about GKN, Mitchells & Butler and B&M European Value. You can listen to this piece here.

Vox Markets Podcast

Tuesday, 9 January 2018

A couple of new articles I have written

I wrote a piece titled...

"Morrison's beats the Christmas retail blues with friendliness"


...which was uploaded just now to the ShareProphets website.  A link to the piece (free sign-up) is here.



Meanwhile I also write a weekly news and views piece for the newly launched Global Dynamic Opportunities Fund. You can access this week's copy titled...

"We don’t need to believe in a melt-up"

...at this link here. 

Daniel Stewart Investment Management Logo