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
Bank of America (BAC)
When the market gets demolished, as it has done over the last month or so, it's always a great time to go bottom fishing for cheap stocks....
23 April, 2020
Sensing a New Opportunity to Profit
Samsung announced this week that its smart watches have been approved as official medical devices. The Galaxy Active 2 watch can now monitor blood pressure. It can do...
23 April, 2020
Capital 19 Catch-Up
Matthew and Paul debate where the market goes next What a crazy time we are living in. If you had told me six months ago that...
20 April, 2020