My good friend Zico has been in the equity portfolio management business for over 30 years but his zest is certainly not lost. I would define him as a forward thinker and a… Continue reading
The market obsession is with capital gains for stocks, hoping to bag the next buyback hero of a company or a plump takeover target. Returns have been long forgotten and when we think… Continue reading
As I have commented on before, markets are by their basic nature always uncertain, even when the real world can seem so black and white sometimes. And as I have said before, perceived… Continue reading
I am beginning to think its a market plague even as the world has a few real diseases outbreaks to worry about. BUBONIC PLAGUE A Chinese town has been sealed off and 151… Continue reading
As our heart goes out to the victims of an unbelievable plane tragedy, the world readies to pay the price. Price to insurance companies – Annual aviation war risks premium total $60-70m globally.… Continue reading
I am not a football fan. But I did kick a ball around in the street with the other kids, as a young boy growing up in London. I never imagined I’d become… Continue reading
I am no astrologer and am not exactly a big fan although I do glance at those horoscopes, occasionally, for a laugh at the things that never happen. When you combine astrology with… Continue reading
Headlines for the current equity market scandal involving Let’s Gowex, a Spanish Wifi provider that came after a short seller in New York highlighted discrepancies in their accounts in early July that finally… Continue reading
A wee correction we saw in the S&P last night and a small global pullback that most people will see as a buying opportunity today as we open the US earnings season with… Continue reading