The latest edition of Financial Orbit Highlights is out

Please find a link to the latest edition of Financial Orbit Highlights here

‘Signalling, excitements and disruptions – never a boring financial markets moment’

Well November was an interesting month.  In my latest Yahoo Finance Contributors column (link here) I talked about some of my learnings from the last twenty nine days.  Uppermost amongst them was a feeling that sentiment had become a little too uniformly bullish and hence opportunities are more of a stockpicking nature than index buy and hold focused.  As always the broader markets will have their say over time. Daily more views on this can be found on www.financialorbit.com.

So what have been my highlights of the last week?
 

• The US: strong GDP, long duration bull market…and social unrest;
• A cautious signalling from real bond yields;
• Greece continues to march to its own (riskier) tune;
• So if you were OPEC what would you choose to do?;
• Asian currency excitements;
• Welcome to GAFA…disrupting the world we all know

Feel free to contact me on any aspect of the above…or anything else in fact.

Chris Bailey                                                                                 
Founder, Financial Orbit

Email: chris.bailey@financialorbit.com
Web: www.financialorbit.com
Twitter: @financial_orbit