Friday, 27 August 2021

Busy in August!

It is nearly the end of August, meaning the return of September is nearly with us or (as I put it in one article I wrote over the last week)...

There are two updates each year which tend to interest the average investor, analyst or fund manager. The first one is the piece of analysis published a few weeks before Christmas focusing on the upcoming financial year. The second one is published about three months beforehand and considers the prospects for the global financial markets after the majority of people have returned from any summer holiday they have been on. Whilst COVID-19-related matters have influenced the last couple of summers, history has given us a couple of regular insights. Despite the average net positive conclusions of either update over the past few decades, they are frequently far from being correct, especially the one published in the weeks before Christmas.

So much more to do over upcoming months including all the above and a lot of fascinating Q3 corporate report data, especially from mid-October.  Interesting times.  

As for my most appraised tweet in August so far, unsurprisingly it refers to an interesting large cap story: 


Elsewhere, certainly good to appear on a number of online events...


...and it was good to write a serious of article here, here and here 





Thursday, 12 August 2021

What a busy Q2 earnings season!

The financial world has been somewhat busy over the last month or so...such is the excitement of the earnings season however.  As you will note on my Twitter account profile I am getting closer and close to my one hundredth corporate earnings season.  Exciting times! 


As you can see on my Twitter account, there has been plenty to talk about in the financial markets over the last few weeks.  It was certainly interesting to see that this was my most reviewed email during July...


Meanwhile so far in August, my (so far) most followed tweet shifted from the world of geopolitics to the UK stock market (and an opportunity I had written a number of positive thoughts on year-to-date):


Certainly good to see my Twitter progress over the last month...


...and you can say the same about financial markets too! 

Certainly good to appear on some discussions about the markets (I am on the left)...


...and naturally writing about lots of stocks too.  In some links I can share with you, recent articles include thoughts on Deliveroo, BT Group and Rolls-Royce which you can read here, here and here.  Two of these I like and one of which I most certainly do not! 


So much to think about the current and future investment world.  Going to be a fascinating rest of 2021 and certainly for the rest of the 2020s.  Spot the scope for many changes versus the last 10-12 years?


So much to think about...and hence keep up daily with me on Twitter here.  

Friday, 18 June 2021

Thoughtful financial markets

It has been a busy last week - and this has included volatility in all areas of the financial markets.  Much to think about over the weekend and beyond.  

So keep in touch with my Twitter account @financial_orbit as I continue to think market volatility...and hence potentially opportunity.  Currently my most reviewed posting month-to-date has been: 




Elsewhere, it was a real pleasure to appear on IG and talking here  about Tokyo Olympics: stocks to watch was a real pleasure.  


Meanwhile on ShareProphets my favourite two postings were...




...which you can read here and here.