Monthly Archives: October 2013

amazon done

Profitless Amazon now within 10% of Coca-Cola valuation!

Another quarter’s results from Amazon, another $10 billion added to its valuation after hours and another loss for the period…….

October 25th, 2013 by

Value

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style gaga

Deal activity keeps VALUE in style….

The gradual cooling of investor’s love affair with Quality will no doubt be heightened by the fear that Value is having its moment in the sun. Typically Value as a style tends to have short sharp bursts of performance.

October 24th, 2013 by

Mergers and Acquisitions

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last summer

Ten Hallowe’en fears the Fed might pay for last summer…

Despite the “treats’ being delivered by record market highs, real estate euphoria and heightened internet expectations there are still a number of risk “ghouls” out there.

October 24th, 2013 by

Quality Franchises

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Neon Trees Perform At The Music Saves Lives Benefit

Ten financial market treats for Hallowe’en!

Investors right now must feel like they are on a particularly rewarding “trick or treat” tour as numerous risk assets deliver a sugar-rush of excitement. WealthiFi thought it should list its top 10 market phenomena to illustrate financial exuberance….

October 24th, 2013 by

Value

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Angela Merkel with phone

Will Ed Snowden be given German citizenship now?

Apparently Chancellor Merkel is a bit miffed about her phone being tapped by the NSA. Now how could the Germans really annoy Washington?

October 24th, 2013 by

Editorial

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meet the russians

UK reaps rewards of preferred global deposit box status…

Anyone see “Meet the Russians” last night? Just the 300,000 Russians living in London now but the UK isn’t just meeting the Russians. The Chinese, Italians, Greeks and other global wealthy citizens in need of a home, or a home … Continue reading

October 17th, 2013 by

Government

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gorillas

Oil Stocks: Saudi America tops global producer league table!

Oil is a commodity. Oil prices should reflect the equilibrium between those two great gorillas, supply and demand. How do you feel about the emergence of a new supply gorilla?

October 17th, 2013 by

Style & Sector Trends

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china smoke

Global Quality: China spending or producing?

Global franchises are perceived as Quality in many cases because of growth. The spending power of China and emerging economies has been a key growth driver in recent years but appears to be on the wane.

October 17th, 2013 by

Quality Franchises

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GOP coyote

Two big losers on US debt deal…

Well, Republicans lost their nerve and investors held theirs. Cue not much price reaction to the passing of a debt ceiling extension last night. But one can’t help noticing two big losers on the deal.

October 17th, 2013 by

Editorial

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hardball DC

Charting confidence in politics….

The clock ticks but risk appetites remain relatively unscathed. The S&P 500 is sticking near multi-year highs while the bed-rock of the financial system, US debt instruments, remains in the playful hands of Washington’s politicians.

October 14th, 2013 by

Debt

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