Monthly Archives: November 2012

zlatan-overhead

Banks: Another unbelievable Swedish moment!

Knight Capital is about to lose its independence thanks to a catastrophic trading loss on a rogue algorithm. So it was timely this morning that Sweden provided a further example of the potential risks to financial markets from trading errors.

November 29th, 2012 by

Financials

Comments: 0

duelscene

Dividend Stocks: CRH responds to M&A chatter….badly!

We highlighted the quandary facing CRH earlier in the week as the market speculated on its prospects as a bid target. Cue some very hefty coverage of the company and a full page interview in today’s Irish Independent.

November 29th, 2012 by

Income

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train coming

UK Dividend Stocks: What does the Invensys deal mean?

The Invensys sale of its rail business will deliver a decent amount of shock value to the market today. WealthiFi is not so shocked given our recent commentary on US corporates showing their confidence by doing pretty big acquisitions.

November 29th, 2012 by

Income

Comments: 0

easy cash

US companies way more confident than retail investors!

It is increasingly obvious that US corporates are responding to record low interest rates and the Washington impasse with very rational strategies. The thinking of retail investors continues to be far less confident.

November 28th, 2012 by

Editorial

Comments: 0

rockslide

Dividend Stocks: CRH needs DIY beween rocks and hard places!

CRH the Irish building materials giant finds itself in a quandary rather than a bountiful quarry right now. This week’s media coverage captured the conflicting influences on the company’s current investment case.

November 27th, 2012 by

Value

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US flags

Insiders buying the US market in big size!

We quoted the venerable Boston asset manager GMO earlier on its serious caution on bonds. What got less attention was its comfort with owning high quality US equities.

November 27th, 2012 by

Value

Comments: 1

pole-dance-school (12)[3]

Where is the domestic confidence in a China pick-up?

In early October we thought it dangerous to extrapolate a Chinese slow-down into 2013 and signalled a more positive WealthiFi view on economic activity. So far so good.

November 27th, 2012 by

Financials

Comments: 0

parthenon-500x332

Who pays for the new Greek deal?

The Troika have agreed to release bail-out funds for Greece and set a brand new fantasy debt/GDP target of 124% by the year 2020. Feel better?

November 27th, 2012 by

Government

Comments: 0

barclaysbanks

Barclays under pressure to do the wrong thing?

Barclays have been shipping some grief this week about the lack of plans to spin-off, shrink or exit its investment banking business. We wonder if too many people are thinking the same way?

November 27th, 2012 by

Financials

Comments: 0

Marketing business sales

NewsCred is a name to watch in hot content marketing space!

I suppose WealthiFi is in the content business and so we are watching carefully the latest buzz phrase ‘content marketing’.  No more push/sell advertising, get ready for informational content as a means to build relationships and brand.

November 26th, 2012 by

Editorial

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