The most popular posts of the last week

Here is a list of the five most popular posts on www.financialorbit.com over the last week.

1. The most popular post was the Sunday regular Stories we should be thinking about (link here) which included the below graphic (which on a one week basis looks pretty pertinent):

2. The second most popular post actually came out just over a week ago but it was an important post titled Financial Orbit: the next steps. You can access that post here.

3. The third most popular post of the week was Wednesday's wrap which included this great chart via Ben Bernanke.  Link here:

4. The fourth most popular post of the week was Thursday's wrap which included this great China related chart.  Link here. 

5.  The fifth most popular chart of the week was Monday's wrap which included this super update on anticipated Q4 US GDP growth levels. Link here.  

Popular posts of the last week

What were the most popular posts on Financial Orbit over the last week?

1. The most popular posting was the Sunday regular Stories we should be thinking about.  Always a favourite!  Link here.

2. Were you wondering how my '15 global stocks for 2015' panned out.  You can find out here at the second most popular posting of the last week.

3. Wednesday's macro summary was the third most popular posting of the last week and included thoughts on the FOMC, China's discount and global YTD market performance.  Link here.

4. Thursday's wrap with musings on Chinese debt, Starbucks preferences and Russia was the fourth most popular post.  Link here.

5. 'Financial Orbit: next steps' was the fifth most popular post - even thought it was only published yesterday.  An important post!  Link here.

And the bonus posting?  How about the 'six most popular posts (on Financial Orbit) in 2015'?  Link here.

The top six most popular posts of 2015

As it is deep into the final day of the year I think I am pretty safe putting together the top six most popular posts on Financial Orbit over the last year. Normally I would run with a top five only but the first three most popular were all linked so I thought I would expand the list slightly.

1. The most popular post over the last year was:

Ten key thoughts from the first day of SIC 2015

If you are going to attend one macroeconomic conference a year then my top tip would be the SIC which - in 2016 - is going to be held in Dallas.  It is always a fascinating, provocative and informative three day period.  I always write my immediate thoughts up on each day more as a way for me to remember/summarise all those wonderful nuggets of information I have gleaned before another day of conference attendance risks washing it all away.

2. These write-ups from the SIC conference do appear popular as the second most popular post over the last year was:

Ten key thoughts from day 2 of SIC 2015

3. Anyone want to hazard a guess at what the third most popular post was?  You got it...

Ten key thoughts from the third (and final) day of SIC 2015

4. The fourth most popular post of the year was:

Financial Orbit's 29 additional finance people to follow on Twitter

Finance Twitter is hugely value added.  I hope I contribute in a very, very minor way but there are so many interesting tweeters out there who did not make a Business Insider list (which was the inspiration for putting the list together).  The amazing thing is that in the time that has elapsed since writing the post I believe I could put together a further list of 29 amazing finance people to follow on Twitter.  That's what I call dynamic innovation.  

5. The fifth most popular post of the year was:

Book review: "Print: The Central Bankers Bubble" by Lindsay David

I was asked if I would like to review this most interesting book - so in the spirit of Financial Orbit i.e. doing things that perhaps in my old fund management life I would never get the opportunity to do I did.  Whilst I don't think the writers at the Times Literary Review are quivering it was an enjoyable posting to put together - and a good book to read. 

6. And that sixth most popular post?:

Stories we should be thinking about

(from Sunday, 16 August 2015)

Almost every Sunday afternoon during 2015 I have spent time putting together Stories we should be thinking about which essentially is me trying to get around a bunch of finance and related stories before the start of the information onslaught that is Monday morning.  I have to say most of the time it is one of my happiest work-related moments of the week: a bunch of interesting information and graphics and no flickering share prices to distract.  Research heaven!

The most popular posts of the last week

Here is a list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to one which did not appear in the top five.

1. The Sunday regular Stories we should be thinking about was the most popular post of the last week.  Link here.

2. A few macroeconomic thoughts on Christmas Eve - including thoughts on fixed income, the Spanish elections and the Japanese market was the second most popular post. Link here.

3. Monday's macro wrap was the third most popular post and included thoughts on Brexit, the Dow Theory and M&A deals around the world.  Link here.

4. Wednesday's wrap - which included thoughts on the latest UK GDP revision as well as the influence of Chinese stimulus on markets - was the fourth most popular post.  Link here.

5. Wednesday's macro views which included musings on global FX and a Sepp Blatter cartoon was the fifth most popular post.  Link here.

And a bonus link?  An early - and different - Financial Orbit Speaks was published this week:

Published on 23rd December 2015 - link here

In this week's global investing enhanced podcast Chris Bailey of Financial Orbit reviews his 15 macroeconomic calls for 2015 from a year ago to see whether he had more 'hits' than 'misses'.  Subjects covered include currency wars, China, junk bonds, Greece, Abenomics, the information revolution, real wage growth and bottom fishing in Russia

Popular posts over the last week

Here is a list of the five most popular posts on www.financialorbit.com over the last week...and a bonus posting of one which did not.

1. The most popular post of the last week was my Federal Reserve special wrap written after the US central bank raised interest rates for the first time since 2006.  Link here.

2. The second most popular post was the Monday macro review which touched on a number of subjects including the French regional election, US corporates versus emerging markets and football manager duration.  Link here.

3. The third most popular post consisted of my favourite five charts from a fascinating ECB Economic Bulletin.  Link here.

4. The fourth most popular post was the Sunday regular Stories we should be thinking about.  Link here.

5. The fifth most popular post was the Thursday macro selection post the Federal Reserve decision.  There were also some thoughts on Brexit and China/climate change.  Link here.

And the bonus link?  The new Financial Orbit Speaks was published yesterday.

Published on 18th December 2015 - link here

In his latest global investing enhanced podcast Chris Bailey of Financial Orbit reviews some of the impacts of the first US interest rate increase since 2006.  This leads into a discussion on a handful of investing themes for 2016 to improve outperformance chances before finishing with an observation on...the changing size of Christmas sweet tins.

The most popular posts of the last week

A list of the five most popular posts on www.financialorbit.com over the last week...and a bonus posting of one which did not appear in the top five.

1. The most popular post of the last week was the Sunday regular Stories we should be thinking about (link here).

2. The second most popular post of the last week was my write up of the Anglo American investor update where I talk about why I would not buying the shares yet (link here).

3. Tuesday's macro write-up including thoughts about commodities, China and the upcoming second round of the French regional elections was the third most popular post (link here).

4. The fourth most popular posting was Thursday's wrap including thoughts on Glencore, Yum! Brands and European equity earnings hopes (link here).

5. Wednesday's macro write-up was the fifth most popular post of the week and included thoughts on the yuan, global QE and ten upcoming consumer trends in 2016 (link here).

And a bonus link - the new Financial Orbit Speaks was published yesterday:

Published on 11th December 2015 - link here

The latest global investing enhanced podcast from Chris Bailey, Founder of Financial Orbit discusses the myriad current challenges in the global economy, a hoped for Christmas wish list and why now is not a time for panic selling.  

Most popular posts of the last week

Here are a list of the top five most popular posts on www.financialorbit.com over the last week...and a bonus posting for one that does not appear in the top five.

1. The most popular post of the last week was a macro summary from Thursday which included thoughts on the ECB, global liquidity and PMIs.  Link here.

2. The second most popular post (link here) was my post-ECB appraisal:

ECB policy day: why I disagree with "Draghi has over promised and under delivered"

3. The third most popular post was the Sunday evening regular 'Stories to be thinking about' (link here).

4. Monday's macro summary - which touched on Brazil, interest rates and previews on upcoming big weekly announcements was the fourth most popular post (link here).

5. And the fifth most popular of the week was another macro summary which mentioned Greece/European diplomacy, the value of the US dollar and a couple of interesting oil charts.  Link here.

And a bonus posting is the new Financial Times Speaks:

Published on 4th December 2015 - link here

In this week's global investing enhanced podcast Chris Bailey discusses Mario "The Grinch" Draghi of the ECB, the implications of higher bond yields, the need to be stock picking focused, the source of higher productivity and the wane in office Christmas parties.

Popular posts over the last week

Here is a list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to another which did not appear in the top five.

1. Tuesday's wrap which discussed China, Tiffany's and Rolls Royce amongst other matters was the most viewed post of the week (link here).

2. Thursday's wrap which mentioned a Shanghai anniversary, developed versus emerging markets and Remy Cointreau was the second most popular post (link here).

3. Some reactions to the Rolls Royce corporate update was the third most popular post (link here).

4. The fourth most popular post of the last week was Wednesday's wrap which discussed Germany, China and Thomas Cook (link here).

5. Thursday's macro review which touched on the UK Autumn Statement, Thanksgiving and negative German bond yields was the fifth most viewed post (link here).

And a bonus link?  Well it surely has to be the new Financial Orbit Speaks:

Published on 27th November 2015 - link here

In this edition of the global investing enhanced podcast Financial Orbit Speaks Chris Bailey reviews why macroeconomic investors are going to be busy in December, the impacts of the strong US dollar, where options and opportunities exist for investors and finally a confirmation that Space Invaders is the best ever computer game.

Popular posts over the last week

Here is a list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to a posting which does not appear in the top five.

1. The most popular post over the last week was the regular Sunday 'Stories we should be thinking about'.  Link here.

2. The second most popular post was my write-up of the proposed Marriott-Starwood deal in the hotel space.  Link here.

3. Tuesday's macro write-up which covered events in Greece, Russia and China amongst other areas was the third most popular post.  Link here.

4. Tuesday's wrap with thoughts on Wal-Mart, commodities and fund manager sentiment was the fourth most popular post.  Link here.

5. Thursday's wrap with observations on Poundland, China and Federal Reserve policy was the fifth most popular post.  Link here.

And the bonus posting?

Published on 20th November 2015 - link here

The latest Financial Orbit Speaks global investment and macroeconomic enhanced podcast by Chris Bailey reviews 2016 growth rates & policies, sentiment insights, the reason we need to be thankful to China and what we should think about a mega El Nino

The most popular posts over the last week

Here is a list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to a posting that did not appear in the top five. 

1. The most popular post of the last week was Wednesday's macro summary which touched on Greece, diplomacy and Singles Day in China.  Link here.  

2. The Sunday evening regular Stories to be thinking about was the second most popular post.  Link here.  

3. A review of company earnings and other updates from companies like Apache, Continental AG, Ericsson and Cisco was the third most popular post.  Link here.  

4. Another macro wrap including thoughts on Europe, global liquidity, corporate earnings and Saudi Arabia was the fourth most popular post.  Link here.  

5. Thursday's macro summary which included some thoughts on corporate bonds, US interest rate policy and Greece was the fifth most popular post.  Link here.  

And the bonus link?  Well the latest Financial Orbit Speaks is out:

Published on 13th November 2015 - link here
In the latest global macro Financial Orbit Speaks enhanced podcast Chris Bailey discusses the similarities with 2011, why the Federal Reserve are wrong to raise interest rates, fading global liquidity, when and why commodity prices will turn and which non-English speaking countries speak the language of the US, UK and others the best.

The most popular posts of the last week

A list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to one which did not appear in the top five.

1. The most popular post of last week was the write-up of the Randgold Resources quarterly numbers (link here).

2. Sunday's regular 'Stories we should be thinking about' was the second most popular post of the last week (link here).

3. The third most popular post was a European earnings wrap which reviewed the quarterly results of UBS, Royal Dutch Shell and BMW (link here).

4. A write-up of the HSBC quarterly report was the fourth most popular post last week (link here).

5. The fifth most popular post of the last week was another financial sector corporate earnings write-up this time of the US spin-off bank Citizens Financial (link here).

And a bonus link?  Has to be the new Financial Orbit Speaks:

Published on 6th November 2015 - link here
This week's Financial Orbit Speaks by Chris Bailey of Financial Orbit discusses US wage increases, global money supply action, signalling from a major European corporate, the US$ and sector opportunities and a ludicrous list of things to do before breakfast.

Popular posts of the last week

A list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to one which did not appear in the top five.

1. Sunday's regular 'Stories we should be thinking about' was the most popular post of the last week (link here).

2. The second most popular post was a US earnings wrap which appraised the quarterly results from Agco, Mondelez, Hershey and Gilead (link here).

3. The third most popular post was another US earnings wrap which reviewed the quarterly results of UPS, Alibaba and Coach (link here).

4. A macro selection covering an analysis of Federal Reserve thoughts, the latest on the migrant crisis and some real insights into the investment world (link here).

5. Another earnings wrap - this time from Europe and covering thoughts on BT, Nokia, Lufthansa and Shell (link here).

And a bonus link?  Has to be the new Financial Orbit Speaks:

Published on 30th October 2015 - link here

In this week's global investment enhanced podcast, Chris Bailey the Founder of Financial Orbit discusses the strong October performance in financial markets, the challenges to Federal Reserve policy, why China is making correct policy changes, a full update on the quarterly corporate earnings round and presents a chart that perfectly explains the investment industry.

Popular posts of the last week

A list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to one which did not appear in the top five.

1. For the second week in a row the most popular post of the last week was 'Financial Orbit's 29 additional finance people to follow on Twitter' (link here).

2. Sunday's regular 'Stories we should be thinking about' was the second most popular post (link here).

3. Monday's wrap (link here) which centred on Danone, Chinese growth, Halliburton and BHP Billiton was the third most popular post.

4. Thursday's wrap (link here) which mentioned Draghi/ECB excitements, a US earnings update and company comments from both European and American companies was the fourth most popular post.

5. Friday's macro selection (link here) which touched on QE, the service sector in China and Japanese PMI data was the fifth most popular post.

And a bonus link?  Has to be the new Financial Orbit Speaks:

Published on 23rd October 2015 - link here
A special Financial Orbit Speaks this week as I provide commentary to the presentation slides I gave at the London Investor Show on the subject of 'Five Global Investment Themes for 2016'.

Popular posts over the last week

A list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to one which did not appear in the top five.

1. By far and away the most popular post of the last week was 'Financial Orbit's 29 additional finance people to follow on Twitter' (link here).

2. Friday's macro selection with various thoughts on EU reform, Russia and gold amongst other matters was the second most popular post (link here).

3. Tuesday's macro selection with various thoughts on dividend yields, the yuan, the Bank of Japan and a fund management survey was the third most popular post (link here).

4. Thursday's macro selection with thoughts on US GDP growth, Puerto Rico and European retail sales/sentiment was the fourth most popular post (link here).

5. Wednesday's macro selection which included thoughts on the Chinese middle class, oil and the thoughts of US small businesses was the fifth most popular post (link here).

And a bonus link?  Has to be the new Financial Orbit Speaks:

Published on 16th October 2015 - link here
The latest Financial Orbit Speaks enhanced podcast by Chris Bailey reviews the latest macroeconomic news including some troubling data in the United States, a clear slowdown in global trade volumes and the improvement in the gold price.  Drawing on these insights five investment themes with relevance to this backdrop - along with relevant individual stock examples - are discussed.

Most popular posts over the last week

A list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to one which did not appear in the top five.

1. The regular Sunday evening Stories we should be thinking about was the most popular post over the last week (link here).

2. Monday's macro selection with various posts and thoughts on the Portuguese election, Asia and a big week for central banks was the second most popular post (link here).

3. Tuesday's macro selection with various thoughts the VIX, emerging market risks and McDonalds products was the third most popular post (link here).

4. Thursday's macro selection with thoughts on fixed income, oil and Golden Week performance was the fourth most popular post (link here).

5. Friday's macro selection which included S&P 500 performance, the Australian dollar and University vs apprenticeships was the fifth most popular post (link here).

And a bonus link?  How about two?!  One post-earnings buy here and another one here.

Most popular posts of the last week

A list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to one which did not appear in the top five.

1. Thursday's macro selection with thoughts on the Chinese PMI numbers plus some summary Q3 performance and prospective thoughts on October performance was the most popular post (link here).

2. The regular Sunday evening Stories we should be thinking about was the second most popular post (link here).

3. Monday's Wrap with thoughts on the IMF cutting growth, Saudi outflows and corporate news from Alcoa and Glencore was the third most popular post (link here).

4. Tuesday's macro selection with various thoughts on Asia, Chinese investor preferences and volatility was the fourth most popular post (link here).

5. Wednesday's Wrap which had a good Q3 summary performance table and links to thoughts on companies including Saga and Paychex was the fifth most popular post (link here).

And the bonus link?

Published on 2nd October 2015 - link here

The latest global investment enhanced podcast by Chris Bailey of Financial Orbit Limited covers the latest economic data, poor sentiment but also opportunities for investors due to the high correlation of sectors and stocks plus the general pessimism of investors.

The most popular posts

Here are a list of the most popular posts over the last week on www.financialorbit.com...and an additional link to a post that did not appear in the top five.

1. The most popular post over the last week was the Sunday evening regular 'Stories we should be thinking about' (link here).

2. The second most popular post was Monday's wrap selection which included thoughts on Asia, the failed bid by Zurich for RSA and some US industrial names Tyco and Timken plus an amusing cartoon (link here).

3. The third most popular post was another wrap selection including updates on Asian growth levels, the agricultural markets and global trade/risks (link here).

4.Appraising the fertiliser and related company Mosaic after a downbeat corporate announcement during the last week was the fourth most popular post (link here).

5. Tuesday's macro summary which included some thoughts on the future of Europe, Asian growth and world trade was the fifth most popular post (link here).

And a bonus link?  Well the new Financial Orbit Speaks of course...

The latest global investment enhanced podcast from Chris Bailey of Financial Orbit discusses seasonality, the global manufacturing PMI numbers, fund manager sentiment and insights from Caterpillar...and VW.

You can access the enhanced podcast here or here.

Popular posts over the last week

Here is a list of popular posts on www.financialorbit.com over the last week...and a bonus link to a posting that did not appear in the top five.

1. No surprises that the most popular post of the last week was the Sunday evening (GMT) regular Stories we should be thinking about (link here).

2. The second most popular post of the last week was this macro selection which included thoughts on Greece, structural corporate profitability and China.

3. Another macro selection this time from Thursday and including thoughts on UK wages, a full Federal Reserve interest rate preview and a fascinating gold bear market duration chart was the third most popular posting.  

4. Yet another macro selection (Wednesday) was the fourth most popular post including observations on the Greek election, emerging markets and migrants.  Link here.

5. Unbelievably (!) another macro selection (Friday!) was the fifth most popular post.  This one included post Federal Reserve interest rate decision thoughts and observations on China and Japan.

And the bonus post?  A new Financial Orbit Speaks is out:

Published on 18th September 2015 - link here

The latest global investing enhanced podcast from Chris Bailey of Financial Orbit Limited reviews the past week's financial news including thoughts on the Federal Reserve, 5,000 year lows in interest rates, whether QE will be expanded or not and why we should not fear a structural fall in corporate profitability over the next generation.  

The most popular posts of the last week

Here is a list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to a posting which did not appear in the top five.

1. Few surprises that the always well read Sunday evening 'Stories we should be thinking about' was once again the most popular post. Link here.

2. A selection of macro stories from Thursday morning was the second most popular post (link here) and included comments on the big Chinese CPI-PPI differential, oil sector M&A and whether the S&P 500 would rack up seven positive years or not.

3. A wrap selection from Thursday covering a lack of real wage growth, my reports from day three of the Barclays consumer conference and the cover page of a presentation I am giving next week was the third most popular post. Link here.

4. My formal write-up of day three of the Barclays consumer conference covering thoughts from PepsiCo, P&G and Mondelez was the fourth most popular posting.  Link here.

5. And my day one posting from the Barclays consumer conference covering thoughts from Danone and Philip Morris International was the fifth most popular posting.  Link here.

And a bonus posting...the new Financial Orbit Speaks is out: 

Published on 11th September 2015 - link here

The latest macroeconomic and global investing Financial Orbit Speaks enhanced podcast by Chris Bailey focuses on current market challenges, reasons to be both optimistic and pessimistic plus also why cheap breakfasts and inexperienced CEOs provide insight. There is also a list of the recent company research on www.financialorbit.com

Popular posts over the last week

Here is a list of the most popular posts on www.financialorbit.com over the last week...and a bonus link to a posting which did not appear in the top five.

1. The most popular post of the week was a macro selection (link here) which included this great chart on China...

2. My write-up on the UK-listed company Ashtead titled 'a rare beast: a good value growth stock' was the second most popular post (link here).  

3. The third most popular post was Friday's wrap which included this great insight on the realities of quantitative easing (link here). 

4. Friday's macro selection was the fourth most popular post (link here) including an update on the shabby European growth metrics

5. Tuesday's wrap was the fifth most popular post and included this interesting observation on the global manufacturing PMI statistics: 

Global manufacturing PMI data - unsurprisingly not the hottest set of data.  New orders the best sub-index, developed markets though better than emerging markets 

And a bonus link would be this one titled: 

Chart-fest from one of Europe's most interesting companies