The Implications of a Second Wave for US Stock Investors
It's increasingly looking like "wave 2" of Covid-19 in the US peaked at some point in early July and is now on the down-slope. The first US...
24 July, 2020
Data Backs Up Stock Gains
There is an almost limitless set of data out there you can compare to stock prices in an effort to understand what is happening. The most common...
19 July, 2020
GroundHog Day March 2009
If the market feels like 2009 to you then there is a good reason why. It is behaving very much as we saw in 2009....
17 June, 2020
Recession vs Market Performance
In tonight’s bout we have, in the red corner, the official call of a Recession and in the green corner we have market performance of the S&P500...
10 June, 2020
Cadence Design Systems
Most investors don’t know Cadence Design Systems (CDNS). It makes the software that the semiconductor firms use to design processors. Investing in Cadence is a bit like...
05 June, 2020
Where to from here?
The tech-heavy Nasdaq100 index touched a new record high on Thursday, before falling a touch into the close. This is not a high since the...
05 June, 2020
The Pandemic Portfolio – Update 3
On March 25th we expanded our Pandemic Portfolio to 24 stocks we thought would benefit from the new remote economy. Then on April 16th we...
22 May, 2020
A Vital New Service of the Socially Distant Era
Small business is the lifeblood of the economy and our latest pick is an essential service to this huge industry. According to JP Morgan Chase, small businesses...
21 May, 2020
Banking Set to Change and One Stock to Benefit
The global pandemic has changed the way we do things. With populations under lockdown we have changed our behaviour almost overnight. Instead of going to the shop...
20 May, 2020
Testing Positive for Future Profits
The curve is flattening. The shutdown phase of the pandemic is almost over. States are taking steps towards re-opening. But for a complete re-open to occur...
28 April, 2020