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
StocktakeGOLD RUSH: Gold has been hammered in December, falling below its 200-day moving average for the first time since January 2009…Fri Dec 23 2011 - 00:00
StocktakeBursting bubbles: Investing legend Jeremy Grantham’s latest quarterly letter is, as always, a must-readFri Dec 16 2011 - 00:00
StocktakeVolatile reactions: Large one-day market gains invariably generate excitable media reactionFri Dec 09 2011 - 00:00
Stock TakeENDURING PAIN : Germany and the European Central Bank (ECB) have, to quote RBS analyst Harvinder Sian, a very high pain threshold…Fri Dec 02 2011 - 00:00
Stock takeBoosting capital: The European Banking Authority has told banks they need to boost core capital ratios to 9 per cent by next…Fri Nov 18 2011 - 00:00
Stock takeMarkets deciding: “Financial markets are about trust and confidence. Once you lose those, you are done.”Fri Nov 11 2011 - 00:00
StocktakeExtended markets: The latest instalment in the Greek saga caused markets to tank on TuesdayFri Nov 04 2011 - 00:00
Opportunities for long-term investors with solid stomachsANALYSIS: EUROPEAN STOCK markets have rallied in the last fortnight but many indices nevertheless remain firmly entrenched in…Mon Oct 31 2011 - 00:00
StocktakeEarnings forecasts : The US earnings season is shaping up like recent quarters thus far, although next year’s estimates continue…Fri Oct 28 2011 - 01:00
Stock takeBanker pay: A withering report from research outfit AlphaValue has found European banker pay rose by 12Fri Oct 21 2011 - 01:00
Stock takeShorts and squeezes: There are many reasons why markets have soared lately. Ironically, short-selling may be one of them.Fri Oct 14 2011 - 01:00
Stock TakeStocks correlations: We noted recently that correlation in US stocks is at truly dysfunctional levelsFri Sept 30 2011 - 01:00
Stock takeApple shares rise : Steve Jobs’s much-lamented departure hasn’t stopped Apple shares gaining almost 15 per cent over the last…Fri Sept 23 2011 - 01:00
Stock takeRumours abound : Uncertain markets are always marked by rumours and refutations, although seldom as obviously as this week.Fri Sept 16 2011 - 01:00
Business InvestmentsSTOCK TAKE: Weak Septembers: September has historically been the worst month for stock marketsFri Sept 09 2011 - 01:00
Stock takeDETECTIVE WORK : Stock market correlation typically rises in times of market distress, with individual stocks moving in tandem…Fri Sept 02 2011 - 01:00
Stock takeGold bubble? Gold prices briefly topped $1900 this week, fuelling chatter that it is in bubble territoryFri Aug 26 2011 - 01:00
Euro zone banking fears behind big fallsANALYSIS: Nervous investors lead the flight from risk as European markets take a hammeringSat Aug 20 2011 - 01:00
Stock TakeShort sellers: The percentage of shares being sold short (when traders bet on a price decline) has barely budged in the US since…Fri Aug 19 2011 - 01:00
Only confidence evident in markets is that things will definitely get worseANALYSIS: Uncertainty appears to have gripped all debt players. Triple-A rating for G7 may be historyFri Aug 12 2011 - 01:00
Fact and fiction blur together in market mayhemCOMMENT: INTERNATIONAL STOCK markets have been brutalised this week, suffering their fastest declines since the 2008/2009 global…Sat Aug 06 2011 - 01:00
Stock takeDON’T PANIC: Stocks have been pounded of late, with Tuesday’s selling particularly unrelenting.Fri Aug 05 2011 - 01:00
Stock takeTHE BEAT GOES ON : The US earnings season is well under way and while earnings and revenue beat rates are relatively strong …Fri Jul 29 2011 - 01:00
Stock takeMURDOCH DISCOUNT: News International’s share price has fallen by almost 20 per cent after recent phone hacking revelations…Fri Jul 22 2011 - 01:00
Stock TakeITALIAN WOES : Italy’s troubles were centre stage this week, with markets tumbling in the wake of Italian bond yields (briefly…Fri Jul 15 2011 - 01:00
Stock TakeUNDER STRESS: Stress test results for Europe’s banks are expected next weekFri Jul 08 2011 - 01:00
Stock TakeINSIDER INFO: A new report from research firm TrimTabs has found that US firms spent $124 billion (€86 billion) in stock buybacks…Fri Jul 01 2011 - 01:00
Business InvestmentsSTOCK TAKE: GREEK EXPOSURE: An eventual Greek default may have terrible consequences, but it will not be because of credit default…Fri Jun 24 2011 - 01:00
Business InvestmentsSTOCK TAKE: SILVER LINING? Apple, in the news this week after unveiling its iCloud, has built up an enormous $66 billion cash…Fri Jun 10 2011 - 01:00
Business InvestmentsSTOCK TAKE: WILD OFFERING : Trading in social networking site LinkedIn has been wild since its initial public offering a fortnight…Fri Jun 03 2011 - 01:00
Stock TakeTRUE EARNINGS : Earnings season in the US has ended, with many commentators almost breathless in their enthusiasm over the ongoing…Fri May 27 2011 - 01:00
Stock TakeRISK MANAGEMENT: “Lighten up on risk-taking now,” warned legendary value investor Jeremy Grantham recentlyFri May 20 2011 - 01:00
