Trump Media shares collapse, but remain wildly overvalued Truth Social is still being valued at $4.5bn or more than 1,000 times salesSat Apr 13 2024 - 07:00
Albert Edwards’ stock bubble warning is overdone Investors are being discriminating – not the kind of thing one sees in bubbly environmentsTue Apr 09 2024 - 05:30
Tesla car sales plunge is an ‘unmitigated disaster’Shares hit new lows for the year, although a rebound on Thursday offered some respite for investorsMon Apr 08 2024 - 05:45
Billionaire investor Bill Ackman is a wordy adversary on social mediaA recent New York Times profile prompted Ackman to post a 4,200-word reply on XSun Apr 07 2024 - 06:00
Is Elon Musk hurting Tesla more than helping? Shareholder Ross Gerber is right to highlight Musk’s controversial social media activitySat Apr 06 2024 - 06:00
Apple shares are falling, and this time it’s differentStocks undergo corrections, but it’s unusual for Apple to fall in a bull marketTue Apr 02 2024 - 06:00
Daniel Kahneman changed the investing worldA brilliant thinker with no training in economics, his insights revolutionised the fieldMon Apr 01 2024 - 06:00
Boeing boss bows to the inevitableAs Airbus invested in R&D over the last decade, Boeing returned $59bn to shareholders in dividends and buybacksSun Mar 31 2024 - 06:00
Trump Media valuation is insane Ex-president’s business looks a lot like a meme stock: wildly inflated and destined for collapseSat Mar 30 2024 - 06:00
US stocks: bubbly, or expensive for a reason? High valuations are largely concentrated in a small number of ultra-profitable, mega-cap technology stocks, says Goldman SachsTue Mar 26 2024 - 05:00
Ryanair chief Michael O’Leary on track for €100m bonus Airline’s share price is on course to hit a target set five years ago, with Bank of America saying it has capacity for further 33% advancementMon Mar 25 2024 - 06:00
Professional forecasters can’t forecast Gulf between confidence and accuracy likely to be much bigger among ordinary investorsSun Mar 24 2024 - 07:00
Tesla’s woes are piling up but that still isn’t priced inDespite challenges it is the most expensive of the Magnificent Seven, trading on 56 times trailing earningsSat Mar 23 2024 - 06:00
Grantham’s US stock market warning is alarmistAI bubble a worry but stock valuations not as high as they would appearMon Mar 18 2024 - 05:00
Europe’s magnificent 11 stocks – the GranolasContinent’s top firms drove most of European equity gains last yearMon Mar 18 2024 - 05:00
Tech bubble fears are overblown Top stocks are still moving in different directionsSun Mar 17 2024 - 05:00
Money is pouring into Bitcoin ETFsInstitutional respectability has boosted the crypto assetSat Mar 16 2024 - 06:00
Stock markets don’t love Donald TrumpTrump ranks below Obama, Clinton and other Democrat presidents in a large group seen as having little impact on marketsTue Mar 12 2024 - 05:15
Hunt’s UK ISA won’t solve FTSE’s problemsA quarter of the average British portfolio is already allocated to the UK even though it accounts for only 4% of global market capitalisationMon Mar 11 2024 - 05:30
Musk’s Trumpian politics are hurting Tesla Report said ‘controversies surrounding Elon Musk’ caused its brand value to sink 12%Sun Mar 10 2024 - 06:00
Apple sinks on antitrust concerns Investors fret that €1.8bn EU fine might break down ‘walled garden’ Apple has long built around its productsSat Mar 09 2024 - 06:00
Is the ‘AI bubble’ really worse than the dotcom years? Stocktake: As market historian Professor Paul Marsh bluntly notes, the question today ‘is whether the price is too high; it’s not whether or not it’s a bunch of junk’Tue Mar 05 2024 - 05:00
Google investors worried by latest AI blunders Stocktake: Issues with AI chatbot Gemini indicate Google is ‘trailing and mis-executing in a fast-moving and high-stakes space’Mon Mar 04 2024 - 06:00
Warning that Apple share price could fall 30% this year Stocktake: Some 80 per cent of revenue pertains to hardware, but Apple ‘trades on a software multiple’Sun Mar 03 2024 - 06:00
Tax rules mean Irish investors don’t care if Buffett’s best days are over Tax levied on ETFs makes Berkshire Hathaway a good investment bet even if it performs no better than an index fundSat Mar 02 2024 - 06:00
The competition is coming for NvidiaChipmaker expects to maintain 76% profit margins but enormous margins mean competition is inevitableTue Feb 27 2024 - 06:00
Amazon joins the irrelevant DowAlmost all important indices are weighted by market capitalisation, but the Dow is a price-weighted indexMon Feb 26 2024 - 06:00
Nvidia’s huge gains are not another dotcom bubble Chipmaker’s shares would have to more than triple over the next year to resemble the Cisco bubbleSun Feb 25 2024 - 06:00
Why older people are prone to financial scams University of Florida study says older people lose out because they are more reluctant to concede first impressions might be mistakenSat Feb 24 2024 - 10:00
Analysts sanguine over tech dominance of top markets Global indices are becoming less diversified, meaning we are all technology investors nowTue Feb 20 2024 - 06:00
Nvidia investors betting on big earnings beatAnything less than blowout earnings could cause a sell-off with one analyst warning of downside of up to 30%Mon Feb 19 2024 - 06:00
Buyer beware of skyrocketing Arm shares Arm trades on 90 times estimated earnings with just 10% free float and a looming lock-in expirySun Feb 18 2024 - 06:00
Travel giant Tui the latest stock to quit struggling UK marketLondon’s main problem is the same as Dublin’s – the greater liquidity and higher valuations on offer in the USSat Feb 17 2024 - 06:00
Apple shares look pricey as growth slowsApple trades on 29 times earnings, almost 50% above its average of 20 over the last decadeTue Feb 13 2024 - 05:30
The magnificent seven stocks are growing apart Results and share price performance of top stocks has been very different in recent timesMon Feb 12 2024 - 06:00
Forget Tesla: Eli Lilly can join magnificent seven clubDrug maker trades on multiples unheard of in pharma sector over anticipated sales of weight loss drugSun Feb 11 2024 - 06:00
Bill Ackman can profit from his controversial tweeting High public profile might pay off for his new fund which will feature a chunky feeSat Feb 10 2024 - 06:00
Morgan Stanley says the time for investors to make ‘easy money’ is gone – is it right?Stocktake: In reality, there’s no such thing as easy money – it only seems that way after the eventTue Feb 06 2024 - 05:45
Hedge fund billionaire Ken Griffin condemns Harvard’s ‘whiny snowflakes’Stocktake: Ken Griffin donated $300m to Harvard last April but has become the latest billionaire to put the boot into Harvard UniversityMon Feb 05 2024 - 06:00
Is Novo Nordisk set to become Europe’s first trillionaire company? Stocktake: Europe’s most valuable company last week exceeded a market value of $500bn after reporting better-than-expected earningsSun Feb 04 2024 - 07:00
Elon Musk’s record $55.8bn pay package was always absurd Stocktake: Musk’s incentive package dating from 2018 was the largest executive compensation plan in historySat Feb 03 2024 - 06:00
Eli Lilly soars as Pfizer suffers post-Covid hangoverSuccess of diabetes and weight loss drugs see share value more than triple over past three yearsTue Jan 30 2024 - 06:00
Bubble talk increases as stocks of tech giants roar higher Analysts fret as top 10 S&P 500 stocks account for over 30% of index, the largest share in over 40 yearsMon Jan 29 2024 - 05:00
Bitcoin: buying the rumour, selling the news Bitcoin retreats as speculators book profits after crypto’s fierce run-up to much-anticipated ETF launchSun Jan 28 2024 - 06:00
Investors fume over ‘evil’ Vanguard’s refusal to offer bitcoin ETFs Fund giant sticks to principles on type of investment it offers clientsSat Jan 27 2024 - 06:00
Tesla bulls and bears call out Musk’s ‘blackmail’CEO threatens to develop projects in robotics and artificial intelligence outside Tesla unless his stake is nearly doubled to 25%Tue Jan 23 2024 - 06:00
Are fund managers too bullish about stocks?Bank of America fund manager survey suggests stocks may be vulnerable to any disappointmentsMon Jan 22 2024 - 06:00
Bill Ackman should keep his opinions to himself and stick to investingUltra-competitive hedge fund founder has got himself enmeshed in the US’s culture warsSun Jan 21 2024 - 07:00
Geopolitical tensions darken mood at DavosThis will be the biggest election year in history, with eight of the world’s most populous countries holding ballotsSat Jan 20 2024 - 06:00
Tesla investors shrug at latest Elon Musk controversy Allegations not seen impacting company share priceTue Jan 16 2024 - 05:00
