Investors may baulk at weak US earningsStocktake: Proinsias O'Mahony looks at the marketsTue Jul 09 2013 - 01:00
European shares look goodStocktake: EQUITIES will trump bonds and cash over the next five years but returns are likely to be well below historical norms…Tue Mar 05 2013 - 00:00
Fear nothing but fear itselfStocktake: Global markets tumbled last week following news that some Federal Reserve officials are concerned about aggressive…Tue Feb 26 2013 - 00:00
Discretion pays for tradersStocktake: If one is going to engage in dodgy behaviour, it’s best to be discreet about it.Tue Feb 12 2013 - 00:00
Value investing still deliversStocktake: The basics of value investing are well known, dating back to Benjamin Graham in the 1930sTue Jan 15 2013 - 00:00
Apple worth a nibbleStocktake: Apple’s recent hammering reminds one of the adage about buying the rumour and selling the news.Tue Dec 18 2012 - 00:00
Infinite danger of shortingSTOCKTAKE: WARREN Buffett isn’t impressed by today’s hot-shot investorsTue Dec 11 2012 - 00:00
Insider trading won't go awaySTOCKTAKE: Wall Street is abuzz with chatter that SAC Capital, one of the most successful hedge funds ever, is facing fraud …Tue Dec 04 2012 - 00:00
StocktakeSAC, Elan and a $276m tip off: One of Wall Street’s biggest hedge funds is alleged to have benefited from the most lucrative…Tue Nov 27 2012 - 00:00
US markets more expensiveSTOCKTAKE: We have often noted that the Shiller price/earnings ratio, which averages earnings over a 10-year period, indicates…Tue Nov 20 2012 - 00:00
This time it's not different . . .STOCKTAKE: This time is different – four words investors should “instinctively distrust”, said Credit Suisse strategist Jonathan…Tue Nov 13 2012 - 00:00
Hurricanes good for marketsSTOCKTAKE : Hurricane Sandy caused US markets to close for two days, the longest weather-related shutdown since 1888, although…Tue Nov 06 2012 - 00:00
A rash of early earnings reportsSTOCKTAKE: WHAT’S with the early earnings reports? Ten days ago, Google plunged after it accidentally released results in the…Mon Oct 29 2012 - 00:00
StocktakeUS earnings not looking good: US EARNINGS season begins this week and expectations aren’t high with analysts forecasting the…Mon Oct 08 2012 - 01:00
Accidental trades blamed for volatilitySTOCKTAKE: A SO-CALLED “fat finger” mistake was suspected to have caused some crazed late-day trading in oil last week.Mon Sept 24 2012 - 01:00
StocktakeiPhone could make or break Apple : MANY saw last week’s iPhone 5 announcement as overhypedMon Sept 17 2012 - 01:00
No precedent for printing moneySTOCKTAKE: EUROPEAN stocks ripped higher last Thursday after ECB chief Mario Draghi announced a potentially unlimited European…Mon Sept 10 2012 - 01:00
StocktakeLow volumes good in bull market: TRADING volumes in the US last month were the lowest of 2012Mon Sept 03 2012 - 01:00
Facebook stock dump unsettlingSTOCKTAKE : A FORTNIGHT ago, we noted that Facebook was likely to face selling pressure as the lock-up on insider sales expired…Mon Aug 27 2012 - 01:00
StocktakeDividends shoot up on Spanish woes: LAST WEEK’S European bond market turbulence saw Spain’s Ibex 35 suffer a double-digit fall…Mon Jul 30 2012 - 01:00
US investors tip European stocksSTOCKTAKE DESPITE RECENT gains, European stocks are trading at a four-decade low relative to US valuationsMon Jul 23 2012 - 01:00
StocktakeJapanese equities post big losses: STOCKS FOR the long run? Tell that to Japanese investorsMon Jun 11 2012 - 01:00
Citigroup tops the discontent chartsSTOCKTAKE : THERE’S been much about a new era of shareholder activism after Citigroup shareholders voted down proposals to grant…Mon Apr 23 2012 - 01:00
Great expectations for Apple and its main suppliersSTOCKTAKE: “APPLE fever is spreading like a wildfire around the world,” said a Topeka analyst last week.Mon Apr 09 2012 - 01:00
StocktakeApple to pile up cash even after first dividend in 17 years: THE Apple juggernaut keeps on rollingMon Mar 26 2012 - 01:00
Oil price fears as tensions rise in Middle EastSTOCKTAKE: ARING oil prices and Iranian tensions are a source of increasing angst. Iran produces almost 3Mon Mar 12 2012 - 00:00
StocktakeMust read: The latest Credit Suisse Global Investment Returns Yearbook is, as always, a must readFri Feb 17 2012 - 00:00
StocktakeCostly flotations: Few Wall Street flotations have been as anticipated as Facebook’sFri Feb 10 2012 - 00:00
StockTakeMost valuable: Apple is once more the world’s most valuable company following last week’s eye-popping earnings beatFri Feb 03 2012 - 00:00
StockTakeSelling stampede: The average holding period for a stock is rising, according to US economics professor Michael Hudson – to …Fri Jan 27 2012 - 00:00
StockTakeCrash index: Only once in the last two decades have ordinary investors been as fearful of a market crash as they are today, …Fri Jan 20 2012 - 00:00
StocktakeBullish Bridgewater: Robert Prince of Bridgewater, the biggest hedge fund in the world, spooked investors after recently telling…Fri Jan 13 2012 - 00:00
StocktakeHistoric take: The last decade was an awful one for investors and the new one has had an inauspicious start, with indices tumbling…Fri Jan 06 2012 - 00:00
Shooting the messenger will not solve debt crisisIt is easy to point the finger at rating agencies – but are they really the ones at fault?Fri Dec 30 2011 - 00:00
