Stocktake: US election likely to provide opportunity as markets fretGood news for investors is politics-related sell-off is likely to generate a decent buying opportunityTue Sept 29 2020 - 05:10
Stocktake: Tech stocks suffer but this is no dotcom Mark IIClaims tech stocks’ recent run resembles the dotcom era are wide of the markTue Sept 29 2020 - 05:00
Stocktake: Lotteries, day trading and magical thinkingVisualise winning and make it happen – it’s nonsense of the highest order, of courseTue Sept 22 2020 - 05:50
Stocktake: Fund managers remain cautious about stocksFears of a tech bubble cited as the second-biggest tail risk (no prizes for guessing the first)Tue Sept 22 2020 - 05:40
Stocktake: More hollow stock market boasts from TrumpResearch shows the Dow has averaged annualised gains of 9.9% under Trump – right in line with historical averagesTue Sept 22 2020 - 05:10
Stocktake: Snowflake stock looks bubblyThe prevailing attitude among investors now is one of buy high, sell higherTue Sept 22 2020 - 05:00
Stocktake: Analysts still cautious on TeslaWith the stock now having lost third of its value, has valuation sanity been restored?Tue Sept 15 2020 - 05:50
Stocktake: Tech stocks still look extended after correctionBoth bulls and bears can use recent stats to support their investing thesesTue Sept 15 2020 - 05:40
Stocktake: Record roller-coaster year for stock marketsIt has been a crazy, record-breaking year, with unprecedented twists and turnsTue Sept 15 2020 - 05:10
Stocktake: Investors let politics determine investment strategyPartisan Republican investors ‘relatively unfazed’ about coronavirus impactTue Sept 15 2020 - 05:00
Stocktake: Buffett’s simplest lesson: the power of compounding interestLegendary Berkshire Hathaway chief began investing 80 years ago at the age of 10Tue Sept 08 2020 - 05:50
Stocktake: Splits drive investors crazy for TeslaValuation expert ‘floored’ by the market reactionTue Sept 08 2020 - 05:40
Stocktake: Has correction time come for stock markets?Historical precedent suggests any reduction will be fleetingTue Sept 08 2020 - 05:10
Stocktake: Apple’s split throws spotlight on out-of-date DowUnitedHealth Group is now the Dow’s most important constituent – it has twice as much influence on the Dow’s movements as AppleTue Sept 08 2020 - 05:00
Stocktake: Active managers forced to cut back on tech giantsManagers forced to underweight big five tech stocks may underperform market as a resultTue Sept 01 2020 - 05:30
Stocktake: August’s gains mask stock market weaknessThe five biggest technology stocks now account for a quarter of S&P 500’s total market capitalisationTue Sept 01 2020 - 05:23
Stocktake: Tesla surges as craziness pays in the bubbleThe carmaker, valued at ‘just’ $256 billion a few weeks ago, has topped $400 billionTue Sept 01 2020 - 05:15
Stocktake: Have big tech stocks found the ‘antidote to ageing’?Veteran companies Netflix, Facebook, Microsoft, Apple are all continuing to growTue Sept 01 2020 - 05:14
Active managers forced to miss out on market gainsStocktake: By limiting exposure to the big five, this year’s stats may be worse than usualTue Sept 01 2020 - 05:00
Stocktake: New highs are bullish, not bearishDon’t make error of imagining high prices presage poor returnsTue Aug 25 2020 - 05:50
Stocktake: Is Apple really worth $2tn?Have markets gone from being too pessimistic to being too optimistic?Tue Aug 25 2020 - 05:40
Stocktake: Fund managers are not ‘dangerously bullish’The data suggests accusations of irrational exuberance are wide of the markTue Aug 25 2020 - 05:10
Stocktake: Reasons not to be cheerful about stocksOne strategist says he has never seen market so highly valued in a time of such uncertaintyTue Aug 25 2020 - 05:00
Stocktake: Market surge still driven by handful of tech giantsHalf the stocks in the S&P 1500 remain at least 20 per cent below their own highsTue Aug 18 2020 - 05:45
Stocktake: Tesla stock split investor reaction is ‘1999ish’Shares jumped 13 per cent after this week’s announcement of a five-for-one stock splitTue Aug 18 2020 - 05:40
Stocktake: Gold may disappoint long-term investorsPaper says that since the 1970s, high gold prices have occurred when there is marked concern about high future inflationTue Aug 18 2020 - 05:10
Stocktake: New records for historic bull marketHistory suggests momentum will carry stocks higher in the coming monthsTue Aug 18 2020 - 05:00
Stocktake: A record-breaking cheating seasonMost US firms have reported earnings and a record 82% have beaten estimatesTue Aug 11 2020 - 05:50
Stocktake: Tech stocks have taken over the marketThe big five are now so dominant it is creating lopsided daily readingsTue Aug 11 2020 - 05:40
Stocktake: ESG industry must learn from BoohooMultiple funds failed to notice poor working conditions at UK suppliers to online retailerTue Aug 11 2020 - 05:10
Stocktake: Tech stocks more often losers than winnersNew research suggests the tech sector is often a graveyard for investors’ dreamsTue Aug 11 2020 - 05:00
Stocktake: Is the shoeshine indicator flashing red for stocks?Day traders are not reflective of overall sentimentTue Aug 04 2020 - 05:50
Stocktake: Nervous investors don’t trust this rallyAlmost half surveyed in latest AAII poll were bearishTue Aug 04 2020 - 05:40
Stocktake: Forget the FANMAGs, beware the Bubble 500Report warns about paying exorbitant revenues for exciting growth stocksTue Aug 04 2020 - 05:10
Stocktake: Kodak is the day traders’ new playthingRally driven by news of government loan to help produce coronavirus treatmentTue Aug 04 2020 - 05:00
Stocktake: Corporate insiders are cashing inExecutives are selling five times as much stock as they are buyingTue Jul 28 2020 - 05:50
Stocktake: Stock markets turn positive for 2020First year when stocks gain after being down at least 30 per cent at some pointTue Jul 28 2020 - 05:40
Stocktake: A narrow rally is a fragile rallyInvestors will be hoping market breadth improvesTue Jul 28 2020 - 05:10
Stocktake: Rising US valuations may hurt long-term returnsExpensive markets can become more expensive in the short-termTue Jul 28 2020 - 05:00
Short selling is not for those seeking a stress-free lifeStocktake: Shorts had to pay high interest fees in order to bet against WirecardTue Jul 21 2020 - 05:40
Stocktake: Barclays study shows investors should sit tightUK stocks outperformed cash in 69% of two-year periods, historical survey showsTue Jul 21 2020 - 05:30
Stocktake: Cautious fund managers wary of S&P rallyInvestors ‘positioned for bad news’ on coronavirus and ecomony, survey showsTue Jul 21 2020 - 05:00
Stocktake: Animal spirits driving Tesla’s stock priceDoes it make sense that Tesla’s valuation almost doubled in two weeks?Tue Jul 21 2020 - 04:50
Stocktake: Volatility persists as markets remain nervousIf history is a guide then volatility should abate and stocks should gain over rest of yearTue Jul 14 2020 - 05:40
Stocktake: A golden cross for stocksTechnical indicator has a strong record of intermediate-term returns tending to be better than normalTue Jul 14 2020 - 05:30
Stocktake: Irrational exuberance in China?Morgan Stanley reckons Chinese stocks can go much higherTue Jul 14 2020 - 05:00
Stocktake: Tech giants should fear antitrust investigationCEOs from Amazon, Apple, Facebook and Google will testify in front of the US Congress at the end of JulyTue Jul 14 2020 - 04:50
Stocktake: Top-performing funds become tomorrow’s flopsHaving a ‘mere peek at track records’ isn’t going to help you beat the marketsTue Jul 07 2020 - 05:40
Stocktake: History augurs well for stocks in coming months‘It is important to be aware that extreme strength usually begets more strength’Tue Jul 07 2020 - 05:30
Stocktake: Dumb money does the smart thing in Covid crashOf those who did trade, the vast majority opted to buy rather than sell stocksTue Jul 07 2020 - 05:00
