Market rally broadened in June Some 454 S&P 500 stocks rose in June, up from just 124 in May, in an indication that the market is becoming less reliant on small group of tech giantsTue Jul 11 2023 - 04:45
Bumper gains augur well for stocksStocks have delivered among the best results in the past two decades in the first half of this yearTue Jul 11 2023 - 04:00
Apple is dominating the US stock market Success of tech giants really has made the US market a less diversified place than it used to beTue Jul 04 2023 - 05:15
US stocks won’t always outperform US stocks outperformed because they got more expensive over time relative to their non-US brethrenTue Jul 04 2023 - 05:00
Harry Markowitz: great economist, ordinary investor Nobel laureate showed that diversification across different asset classes could help investors bag the same returns with less riskTue Jul 04 2023 - 04:50
Reluctant bulls forced to chase the rally High savings and strong employment data means retail investors have ‘enough ammunition available’ to keep chasing the technology rallyTue Jul 04 2023 - 04:30
One in four stocks still down over 75%Historically, the odds of a catastrophic loss - a 70% decline that is not recovered - are much greater than casual investors might thinkTue Jun 27 2023 - 05:15
Tech bubble talk proves wide of the mark Apple, Microsoft, Alphabet, Amazon, Meta, Tesla and Netflix have soared this year but all have price/sales ratios well below prior highsTue Jun 27 2023 - 05:00
Market momentum suggests there is more upside aheadA strong first half to a year usually means a strong second half, according to Carson analyst Ryan DetrickTue Jun 27 2023 - 04:00
Markets shrug off the Fed’s hawkish pause Markets just don’t believe Fed chair Jerome Powell when he suggests two more hikes are comingTue Jun 20 2023 - 05:15
Stock market gains largely driven by ‘surging seven’ of Apple, Microsoft, Nvidia, Amazon, Meta, Tesla and AlphabetStocktake: Market breadth finally appears to be improvingTue Jun 20 2023 - 05:00
Is the bear market ‘officially over’? Stocktake: It sure looks that way given that the S&P 500 has risen more than 20% since bottoming last OctoberTue Jun 20 2023 - 05:00
Fund manager sentiment is still ‘stubbornly low’ Stocktake: Investors have piled into tech stocks in a ‘flight to safety’ but are cautious about equities in generalTue Jun 20 2023 - 04:00
Most stocks – in Ireland and beyond – are flopsJust five stocks – CRH, Ryanair, Kerry Group, Flutter, and Kingspan – account for all wealth created on Dublin exchange over 30 years to 2020Tue Jun 13 2023 - 05:15
Does Nvidia’s heady valuation actually matter?AI chipmaker may go on to justify its valuation but analysts are right to urge cautionTue Jun 13 2023 - 05:00
Mega-cap stocks are trouncing smaller stocksCurrent performance differential ‘ranks amongst the most extreme readings’ in market historyTue Jun 13 2023 - 04:45
Fears of a profits recession are easing Earnings estimates did come down in April and May, but only by 2% which is less than comparable periodsTue Jun 13 2023 - 04:00
US debt ceiling deal is no cause for cheerMarket analysts fear deal will add to growth challenge for economy and risks adverse ratings attentionTue Jun 06 2023 - 05:15
Analysts divided over narrow market rally Narrow leadership has historically been ‘a hallmark of late-stage bull markets’, says UBSTue Jun 06 2023 - 05:00
A tale of two stock markets: breadth ‘awful’ as seven tech stocks skew the pictureThe S&P 500 is up 9% this year, but those gains are a remarkably top-heavy affairTue Jun 06 2023 - 04:45
Almost all markets retreated in MayOnly the strength of the mega-caps kept the S&P 500 in the blackTue Jun 06 2023 - 04:00
Big tech dominance poses risks for US market Nvidia may well continue to justify its rich valuation but the increasing dominance of mega-cap stocks is concerningTue May 30 2023 - 05:00
Dividends are key to long-term stock returns Adjusted for inflation, £100 invested in the UK stock market in 1945 would have grown to £5,636 if dividends were reinvested, compared to just £215 if they were notTue May 30 2023 - 04:45
Stock market trend may have changed In 20 previous instances where the index’s 200-day moving average rallied after hitting a 52-week low, stocks were higher a year later, averaging gains of 18.2%Tue May 30 2023 - 04:30
Don’t be misled by German stock market rally Make sure you compare like with like: in price terms, the German index has basically gone nowhere over the last 23 yearsTue May 30 2023 - 04:00
Can European stocks keep outperforming? Europe’s stock market is more diversified and its leadership broader than the ‘highly concentrated’ US marketTue May 23 2023 - 06:00
Top-heavy market rally may be more fragile than it appearsApple is now worth more than the 2,000 companies that make up the small-cap Russell 2000 indexTue May 23 2023 - 05:00
Fund managers still sceptical about stocksEquity allocations have been ‘creeping higher’ and are now at five-month highs as investors bet on a soft landingTue May 23 2023 - 04:45
Elon Musk is still not ‘reading the room’Tesla boss will still be heavily involved at Twitter and, perhaps more importantly, will continue tweetingMon May 22 2023 - 06:00
Mounting cash pile could be bullish for stocks A record $5.3 trillion is parked in US money market funds, data showsTue May 16 2023 - 05:55
US debt ceiling debate poses risks for marketsStocktake: Markets might appear unconcerned but there is potential for volatilityTue May 16 2023 - 05:00
Druckenmiller sees lost decade ahead for stocks Investor has a long history of making dramatic predictions that turn out to be incorrectTue May 16 2023 - 05:00
Tech stock earnings exceed expectations Seven mega-cap stocks were responsible for almost all the S&P 500′s gains in 2023Tue May 16 2023 - 05:00
Short sellers take on Carl IcahnHunter becomes the hunted as Hindenburg Research report hits Icahn Enterprises share priceTue May 09 2023 - 05:00
April a sleepy month for stocksStocktake: Welcome calm for investors after the market turbulence of last yearTue May 09 2023 - 04:45
US earnings season: good, but not greatEarnings beat rate is high because analysts ‘clearly went too far’ when slashing estimates earlier this yearTue May 09 2023 - 04:30
Will the Fed pause become a Fed pivot? Investors might do well to keep an open mind and heed Powell’s wait-and-see messageTue May 09 2023 - 04:00
Stocktake: Buying the dips beats buying into momentumStudy shows buying after market falls is a smart option, but buy-and-hold investors perform best of allTue May 02 2023 - 05:15
European stocks poised to outperform the US Europe has generally traded at a discount to the US, but today’s valuation gap is especially notable and market history suggests Europe now is a better betTue May 02 2023 - 05:00
Stocktake: Tech giants are surging ahead as they beat analysts’ earnings expectationsBig tech bests analys expectations after largely missing estimates over the last four quartersTue May 02 2023 - 04:45
Stocktake: A handful of tech giants are driving almost all US market gainsAnalysts say gains are largely linked to firms with AI technologies and are concerned by market’s extreme imbalanceTue May 02 2023 - 04:00
Earnings season gets under way Percentage of companies beating estimates is the highest in over a decadeTue Apr 25 2023 - 05:00
Six-month rally augurs well for stocksStocks have been stuck in a trading range for months with the index currently near the top of that rangeTue Apr 25 2023 - 04:45
Fund managers are increasingly bearishManagers may reverse course and start buying if the ‘consensus lust for recession’ is not immediately satisfied in the second quarterTue Apr 25 2023 - 04:20
THG chief’s online rant is misplacedOnline retailer rails against shorting that did not become a significant feature until its third profit warning in a yearTue Apr 25 2023 - 04:00
Emerging markets: less risk, more reward Huge outperformance of American indices means your global investment portfolio may be less diversified than you thinkTue Apr 18 2023 - 05:15
Hedge funds are betting stocks will fall Contrarians will be hoping another short squeeze fuels the next leg up in marketsTue Apr 18 2023 - 05:00
Big tech stocks driving market gains In previous years where Nasdaq gained 10%-25%, median number of stocks accounting for half those gains was threeTue Apr 18 2023 - 04:45
European investors ‘too ebullient’Europe still has ground to make having underperformed US for many years but some analysts say markets are exposedTue Apr 18 2023 - 04:30
Investors prefer early alphabet stocks, but why?There must be better investment short cuts than buying a stock because it begins with the letter ‘A’Tue Apr 11 2023 - 05:15
