The idea that American capitalism is simply all too woke (NYSE: BUD employing Dylan Mulvaney) is a common enough complaint out there. Equally so – and rightly so – is the idea that consumers, that’s us, we, can do something about it. Capitalism means folk are hungry for our money, free markets mean we get … Continued
We’ve two different little stories here both illustrating the importance now of the regulators – the bureaucrats – in investing decisions. The first is 888 Holdings (LON: 888) (OTCPK: EIHDF) which dropped 25% on Friday – with possibly more to come as well. The reason there was the Gambling Commission and who is a just … Continued
Tesla (NASDAQ: TSLA) has agreed, with all the other EV manufacturers in China, not to engage in price competition. They all are, instead, to engage in socialist competition. The supposed meaning of this is that they compete by quality, by service to the consumer and so on. The actual meaning is more often not to … Continued
Premier African Minerals (LON: PREM) is one of those disasters in the mining markets we rarely do get to see in quite such close up. PREM has managed to get itself into the position where it’s got an entirely viable mine, which it built in near record time, in a hot and sexy market, yet … Continued
ASOS (LON: ASC) reported results – or at least a trading statement – last week and the interesting thing here is what is this going to mean for Boohoo (LON: BOO)? For whatever reaction there was going to be to those ASOS results has already happened – but we might be able to position ourselves … Continued
Zuckerberg seems keen to steal at least some of Musk’s lunch. What are his chances of success? Long-time readers will know my investing strategy — invest a sizeable chunk of my excess income into blue chips within a SIPP, and the rest into high-risk small-cap shares in an ISA. I usually cover the small caps … Continued
FAANG stocks are reporting positive earnings so far in Q1 2023. Each holds a useful insight for long-term investing. The FAANG stocks are a long-term investor’s ultimate quandary. All have seen huge growth and market dominance during the decade or so of ultraloose monetary policy; and as interest rates rise and the money supply contracts, … Continued
Chile has decided that it’s going to try to nationalise the lithium miners in that country. The two major extant Chilean lithium miners, Sociedad Quimica (NYSE: SQM) and Albemarle (NYSE: ALB) dropped 20 and 10% respectively on the news. The different reactions being about how much of their production comes from that country. This is … Continued
Last week, I discussed whether the US growth stocks that had driven the rally on Wall Street could keep up the pace. Despite the big tech stocks doing the heavy lifting, there are increasing signs that the Wall Street rally is sagging. Yesterday’s earnings from the tech giants, Microsoft and Alphabet have provided a welcome … Continued
Bud Light decide to use the transgender influencer Dylan Mulvaney, Anheuser Busch (NYSE: BUD) shares lost some $5 billion. There we are, we have proven the go woke, go broke mantra once again. Except, obviously enough, it’s not in fact this simple. We here are about money and stocks, not fashionable memes, so we do … Continued
Ferrexpo (LON: FXPO) is a Ukraine based iron ore producer undergoing some obvious problems at present. Actual fighting isn’t quite the problem but the effects of it are. The share price is down from over £4 to the current just above £1 as a result. So, the big question is not the why – that … Continued
Ahead of Tesla’s (NASDAQ: TSLA) results on April 19th we need to be considering the implications of the other part of that announcement. The numbers of cars being produced and sold and then the increase in inventory that basic math then gives us. Or, alternatively, we can look at this point the other way around. … Continued
That the airlines have done badly these recent years is obvious – international lockdowns are going to cause problems. The question we actually want the answer to though is how well are they going to recover? For it’s possible that we all lost the desire to travel through loss of practice. Or, perhaps, we’re all … Continued
Whether we should be worried about Darktrace (LON: DARK) is an interesting question in itself. As we’ve noted before about DARK there’s some market concern over the aggressiveness of revenue recognition at the cybersecurity expert. All are agreed that the basic model, the use of AI to monitor networks for security breaches, has a sense … Continued
Lake Resources (OTCQB: LLKKF) (ASX: LKE) is a perfectly respectable looking junior lithium miner. Junior, here, means “someone not producing yet”. Junior miners is also where all the excitement is in the mining world – who is exploring, who finds what, who gains finance to actually mine and so on. Some such projects have a … Continued
UBS (NYSE: UBS) took over Credit Suisse (NYSE: CS) and thereby prevented a bank collapse. More, a bank collapse in one of the world’s top 30 systemically important banks. This stops another Lehman Brothers moment leading to the collapse of the financial system – and yet all other banks equities fell as a result, why? … Continued
Well, apart from the fact that one is already bust and the other isn’t yet? Or even, what’s the difference between First Republic Bank (NYSE: FRC) and Silicon Valley Bank (NASDAQ: SIVB) given that one went bust and the other hasn’t yet? If we can work that out, why one is bust and the other … Continued
Silicon Valley Bank collapsed after investing too much money in long-term investments dependent on loose monetary policy. This may just be the start. Silicon Valley Bank — the 16th largest in the US — failed less than a week ago. The tech-focused bank was the financial institution of choice for more than 50% of venture … Continued
One of the more surprising outcomes of the Silicon Valley Bank (NASDAQ: SIVB) collapse and bankruptcy is that stablecoins are not, in fact, stable. The reason being that there’s just no good place to put piles of billions of dollars. Nowhere that’s absolutely, 100%, safe that is. There are varying levels of safety, true, but … Continued
Contango’s Lubu Coal Project in Zimbabwe has commenced first production and sent off a coke sample to a ‘multi-national company.’ Time to connect the dots. Contango Holdings (LON: CGO) is the typical FTSE small-cap rollercoaster stock. At 5.42p, CGO shares are both down by 19% over the past year and up by 20% over the … Continued
Rolls Royce (LON: RR) shares jumped 25 pence, or near 24% in just the one day last week. Being on the right end of that would have been good – which means we must analyse why it happened, so we have a chance of spotting it being about to happen again. The standard story we’re … Continued
The NFT craze ran its course over the last couple of years on Ethereum, where smart contracts enabled people to attribute unique digital signatures to off-chain pictures of monkeys and lions. Some of the resulting jpeg images sold for hundreds of thousands of dollars in a flare-up of frenzy reminiscent of other crypto-driven fads like … Continued
The government professes that it wants the UK to become a life sciences superpower. But its policies are having the opposite effect. The Laffer Curve was first described by American economist Arthur Laffer in 1974, where he presented the idea to US President Gerald Ford that taking more money from a business in the form … Continued
Shell (LON: SHEL) raised its dividend 15% at the last results, Exxon (NYSE: XOM) raised by only 3%. In there is the proof of one of the background features of stock markets. It’s worth our pottering through this to see what is happening. After all, both Shell and Exxon are in the same business- crude … Continued
UK inflation is currently rather high, higher than it has been in a couple of generations in fact. It depends upon whether we use the CPI, RPI, or possibly the food index, but levels – in order – of 10, 11 and near 15% are bandied about. This poses both a problem and an opportunity … Continued
BRES shares are admittedly highly speculative, but a speculative position could prove lucrative for small-cap position investors. Blencowe Resources (LON: BRES) shares constitute my fourth and final small-cap graphite stock to consider for 2023. Like many small caps on the UK’s most volatile index, the sub-£10 million graphite explorer has sent long term investors on … Continued
Rolls-Royce is developing multiple innovative technologies, any one of which could see its share price rocket over the medium term. Rolls-Royce has long been hailed as the ‘jewel in the crown’ of British engineering, a hallmark synonymous with quality and lasting endurance. But the company has struggled in recent years. Its most lucrative division, civil … Continued
An unfair but possibly true statement would be that Tesla (NASDAQ: TSLA) has just been through the mother of all meme bubbles over the past few years. There is a major difference against the others, Gamestop (NYSE: GME), AMC (NYSE: AMC) and so on, most especially Bed, Bath and Beyond (NASDAQ: BBBY). The most obvious … Continued
GENinCode’s share price may have risen sharply, but the long-term prospects for the biotech stock could leave it undervalued even now. GENinCode (LON: GENI) launched its IPO near the height of the growth stock bubble in July 2021, pricing shares at 44p apiece. Raising £15.3 million net cash, the company began public life with a … Continued
Copy trading is the simple enough idea that some people are better at trading than others. So, those less good should follow – copy – the trading of those better. Put like that it’s both a simple enough idea and one that’s obviously sensible. There are problems though when we explore the details. Newspaper Tip … Continued
So, is Elon Musk the world’s greatest entrepreneur or some blowhard who got lucky? Yes. So, that’s that little question dealt with. On the other hand, we’d like to know more about why Tesla (NASDAQ: TSLA) shares keep going down. Is this because Musk is a genius entrepreneur or a blowhard who got lucky? Yes. … Continued
Warren Buffett (of Berkshire Hathaway (NYSE: BRK.A) fame of course) is able to tell us why companies like Beyond Meat (NASDAQ: BYND) and Oatly (NASDAQ: OTLY) have been such successful destroyers of shareholder capital – they ain’t got no moat. That is, of course, something that in itself needs explaining. Buffett’s point is that it’s … Continued
BIDS shares could be an undervalued tech play to further diversify my portfolio for the 2020s and beyond. Bidstack (LON: BIDS) shares could be one of the best undervalued tech stock opportunities to consider in 2023. Growth stocks in the tech sector have seen their share prices devastated in 2022, as tightening monetary policy saw … Continued
This is a very strange idea but one that needs serious consideration – could inflation save the British commercial property companies like Hammerson (LON: HMSO) and Land Securities (LON: LAND)? It’s too late for poor old Intu (the property company, not the software one) but is there this – however weird the idea is – … Continued
The New Year is just around the corner and so it is quite an appropriate time to take stock and consider what trends may shape our investment outlook heading into 2023. One cannot say that COVID-19 and/or its variants has fully been vanquished. Coupled with the risk of a larger scale war in Europe, a … Continued
In recent years there has been a rise in the popularity of “Social Trading”. That’s where traders get together on social and trading platforms to discuss investment ideas with each other. If Social Trading is a more general area, “Copy Trading” goes one step further and is far more specific. In Copy Trading, traders will … Continued
Royal Mail (LON: RMG) changed its name recently, to International Distributions Services (LON: IDS). Within that name change is the base problem that Royal Mail – sorry, IDS – faces and the one that could well bankrupt the group. Or, of course, provide the impetus for the change that will allow it to thrive. This … Continued
Which are the best and greenest shares to buy rather depends – are we to judge on how well they’re going to aid the world in going green? Or in how we’re going to make money out of them? Of course, we’d like to do both but that does mean that we’ve got to distinguish. … Continued
This is not exactly a new question – what should I do with my investments in this market? For markets always change, so what should be done in them changes as they do. This is, from the grander economic point of view, rather the point of using markets in the first place – things change, … Continued
There are really only two possible answers to that question, should I invest in today’s stock market? After all, a maybe would be rather dodging matters. The answer is yes – because that’s what investing is. The aim is to build a source of wealth and independence. That’s something that requires continued addition to the … Continued
The world’s largest companies greatly affect global markets. It is therefore imperative as a trader to have an understanding of these companies and how they operate. These companies are also among the most traded, so having a solid knowledge of them is important in order to invest and trade effectively. How do we calculate the … Continued