Latest Commentary



Monday, 31 July 2023

Saturday, 29 July 2023

Thursday, 27 July 2023

Monday, 24 July 2023

Saturday, 22 July 2023

Earnings point to US soft landing

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The Dow Jones Industrial Average fought for a 10-day in a row rise, which are the best consecutive up-days for the index since 2017! This coincided with the Nasdaq dropping over 2%, as initial jobless claims in..

Thursday, 20 July 2023

Monday, 17 July 2023

Saturday, 15 July 2023

Thursday, 13 July 2023

Tuesday, 11 July 2023

Monday, 10 July 2023

Saturday, 08 July 2023

Stock players be wary of dodgy data

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In case you’re wondering, early Saturday morning for me starts with a ‘crawl’ out of bed and the first thing I grab is my mobile phone. I quickly click on the markets’ app, and today for Wall St it was ..

Thursday, 06 July 2023

Monday, 03 July 2023

7 stars that will shine again

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Today I’m looking for quality businesses out of favour with the market, which will eventually benefit from a change in sentiment, possibly falling interest rates and the end of recession talk. Here are 7 of m..

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