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 showing the massive rise in debt levels. Absolutely critical for understanding not only the rationale for extraordinary stimulus but also why general economic growth levels are patchy. This is why you need to take account of the macro environment AND probably why it is a stock picking world.
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:
Aggreko, Air Liquide, Barclays, BASF, Dow Chemical, DS Smith, Electrolux, Gilead, GlaxoSmithKline, Hershey, Marriott, Umicore
Meanwhile my active investor service Financial Orbit Immediate discussed prospects for Altria, Bunge, Chevron, Exxon-Mobil, Potash Corp, Royal Bank of Scotland, Sandvik and Xerox.
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 Monday I will be revealing some data on how the preferred list Financial Orbit Stocks names have performed in April after that wonderful outperformance during the first quarter of the year (link here). I also will be revealing some changes to the Financial Orbit Immediate service which I think people will like...
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