Analysis: Must Read

Stocks: Netflix turns off TV as we know it

Another milestone for Netflix this week. The California based video-on-demand company reached a $100 billion valuation after it released its quarterly figures for the final three months of 2017. Time...

Stocks : A hint of scandal

The bankruptcy of British facilities management and construction services giant Carillion gives us a new example of collective hypnosis and financial malpractice.

This Week’s Top Trending Financial Tweets

Another business week, another selection of trending financial Tweets. This time, there’s a lot of good news coming from the United States, a sweet surprise from Nestlé and a big challenge for...

Visa, Kodak, Walmart: This Week's Top Trending Financial Tweets

With another business week drawing to a close, it’s time for our second edition of trending financial Tweets. Just like last week, we’ve selected some of the top Tweets for you to read, inform and...

Blockchain, Mining, Satoshi: 15 Cryptocurrency Terms You Need to Know

Surely you’ve heard the buzz. It seems as if cryptocurrencies currently are in the news on a daily basis. A lot has been written, but despite the abundance of articles, Tweets and what not, it can...

This Week’s Top Trending Financial Tweets

Welcome to our very first edition of ‘This Week’s Top Trending Financial Tweets’. From now on, once a week we’ll select some of the top Tweets for you to read, inform and amuse yourself.

DOSSIER : Three Investment Methods

Although there obviously is more than one road that leads to Rome, we can still classify investment strategies according to three general methods: growth, yield, and low valuations.

Economy : U.S. Tax Reform May Disappoint Trump

We admit to not understanding this market. Given the stretched company valuations, central banks edging towards the end of ultra-simulative monetary policy, and geopolitical crises brewing, our only...

Equities: The Statistical Odds of a Seasonal Equity Correction

As most readers know, equity markets are arriving at a seasonally unfavourable period. Traditionally equity markets “take a breather” in the third quarter before blasting off again for the...

Economy: More Waffle At The Fed

Would you like eggs with your waffle, Janet? Courtesy of the FOMC members who remain chicken, despite a strengthening U.S. economy. ...

Equities: Dow Theory Signaling Troubling Divergence

Dow Theory contains several basic tenets of stock price movements, first observed by Charles H. Dow in the 19th century. One key element of Dow Theory is that stock market averages must confirm one...

Economy: The Federal Reserve: Dismal Failure or Shrewd Complicity?

Following the June Federal Open Market Committee meeting, Janet Yellen spelled out in greater detail the central bank’s plans to start slowly shrinking its $4.5 trillion portfolio of bonds and...

Commodities: West Texas Massacre

The downward spiral in oil prices continues. Despite numerous tailwinds, West Texas crude oil hit its lowest closing level of the year this week. Many oil analysts have been looking for firmer oil...

Equities: Equities Need Sector Rotation To Keep Rally Alive Over The Summer

In a market which defies traditional valuation metrics and where everyone who buys equities is a genius, the only “investment strategy” today is to bet that the central bankers’ asset bubble...

Equities: The Debate Over Market Sentiment Has Become Sterile

Many pundits argue that the U.S. equity market has much further to run due the persistent skepticism concerning this rally and relatively high level of bearish sentiment. To be sure, sentiment surveys...

Equities: The Triumph of Greed Over Fear, Part 2

It took less than one week for U.S. equity benchmarks to continue their parade of record daily closes after hitting an air pocket on May 17. Last Wednesday’s one day wipe-out on the S&P 500 and...

The Death of Traditional Retailers Maybe A Bit Exaggerated

Online and bricks-and-mortar retailers have been fighting for consumer attention and dollars for some time. As security fears surrounding online purchases have diminished in the minds of consumers,...

ENERGY:Is Energy a Falling Knife Worth Trying To Catch?

In the crazy equity markets that we are forced to work with, there is one notable equity sector that has not held onto Trump rally gains. Energy is by far the worst performing GICS level 1 sector in...

Equity markets : The S&P 500 or The S&P 495

Equity markets held up this week despite the collapse in crude oil and base metals prices. Historically the S&P 500 moves in sync with crude oil and base metals – both indicators of aggregate demand...