Saturday, 12 September 2015

Financial Orbit wrap 11/09/15 & 12/09/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

A combination wrap for the last couple of days to end the week...well you have to do something different sometimes.

1. Greece - Poll: Syriza Party Lead Widens To 5 Points (Efsyn).  Meanwhile this is good as a write-up on the Greek elections including observations like ‘Awkward, defensive Alexis Tsipras’, ‘Centrists struggle for air’ and ‘the fascists’ absence from the debate is likely to have little effect on their electoral performance’

(also a good write-up on the election and its personalities here)

2. The latest Financial Orbit Speaks enhanced podcast by Chris Bailey, Founder and Chief Investment Officer of Financial Orbit Limited, focuses on the week's key macroeconomic news and why the key remains specific theme and individual stock selection in the current market backdrop.

This edition focuses on current market challenges, reasons to be both optimistic and pessimistic, plus also why cheap breakfasts and inexperienced CEOs provide insight.


You can access the enhanced podcast directly here on YouTube or by clicking the Financial Orbit Speaks tab above.

3. So just maybe Barron's has indicated an interesting moment for the Alibaba share price.  Time to be contrarian bullish?


4. Interesting UK politics election with the populist and left-wing politician Jeremy Corbyn taking the leadership of the opposition Labour party: 


5. Kind of interesting evolution of the 'strong dollar' term.  In my view still a 'strong dollar' world currently...


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