My favourite chart from this week's editions of Financial Orbit Macro - your one-stop shop for a daily global macro briefing - would be this one contrasting the recent inflows into various asset classes. Flows matter especially in the shorter-term: as the famous saying goes 'in the short-term the market is a voting machine...'. This chart reiterated my preference for equities at a big asset allocation level.
This week's editions of Financial Orbit Stocks included appraisal of the performance of all the preferred stocks but specifically included detailed updates on the investment cases for:
ABB, AIA, Ashtead, Barclays, BHP Billiton, John Deere, Nokia, Schlumberger, Syngenta and Yum! Brands
Meanwhile my active investor service Financial Orbit Immediate discussed prospects for Alphabet (aka Google), Caterpillar, General Electric, Kimberly-Clark, Netflix, PepsiCo and the best charts from the anti-Brexit document from the UK Treasury.
If you would like any of these company reports please get in contact...or alternatively you can try all of the above services for a free seven day no obligation trial. If you would like to take up this offer then just send me an email or a tweet as you prefer.
Financial Orbit's week ahead...
On Tuesday (3pm UK time) there will be the monthly Financial Orbit Macro webinar. Hear my thoughts on macro trends and themes plus you have the chance to ask me the questions you want answers too (preferably on macroeconomic and related subjects!) Webinar log-in details will be published on the Financial Orbit website later on this weekend.
Meanwhile on Thursday (3pm UK time) there will be the inaugural Financial Orbit Immediate webinar. Listen to me describing some of my favourite trades at the moment for more active investors. Again log-in details will be published on the Financial Orbit website later on this weekend.
In terms of media appearances you can listen to me on Share Radio on Tuesday and Wednesday mornings (6-9am UK time) talking about markets, economics, breaking company news and politics. I will also be appearing at around 1.40pm on Thursday talking about shares that are moving on that day.
And don't forget the UK Investor Show (link here) coming up on Saturday 30th April. I will be on the main stage twice but hanging around the show for the rest of the day so if you want to meet up to chat just get in contact.
Thanks for reading
Founder, Financial Orbit Limited