Friday, 11 September 2020

Weekly links

A slightly quieter week i.e. fewer conference calls and other content centred initiatives.  Lots going on in financial markets...which is good.  A hint of rotation, lower correlations and related.  Bring it on! 

Favourite macro and related chart of recent days?  It has to be this one:

Lower correlations should be good for stock / investment selection and active fund management generally.  Just got to pick the right ones!! 

Back on the Vox Markets podcast this week here talking about some UK stock related issues

Meanwhile on ShareProphets, three of my favourite articles this week have been...

Muck, brass, prevarication, Biffa plc and me

Wm Morrison: we don't make that much money, honest Guv...

What the Hut (Group)?!

...which you can read here, here and here. 

Friday, 4 September 2020

Weekly links and tweets of the last month

A new month...and a busy start to September.  Not just in markets but in terms of committees and related.  The world cannot shake that 'back to work' feel for September.  Certainly good to see activity and intent.  How do I feel about it all?  Well, I will share one thought I penned in a turn of the month article from earlier in the week: 

Much to play for! 

In terms of my output on ShareProphets during the last week, three of my favourite articles have been...

BT Group: lightning rarely strikes (but that does not stop the Sunday press)

A mad or genius move at Saga?

Me and a bunch of value investors agree on Headlam Group: Buy

...which you can read here, here and here.  

As for the most popular tweets of the last month...

In third place was this observation about those (completely anticipated) super shabby UK GDP numbers

In second place was a UK regulatory news observation about a controversial FTSE-350 company

And the most popular tweet over the last month was this one: 

Certainly interesting times...as I continue to cover on a daily basis on my Twitter profile @financial_orbit