Monthly Archives: June 2014

evolution

Industrial evolution versus Services revolution….

In Q1 this writer went on the road with a little presentation. One of the key messages was that we were very worried about lots of traditional services businesses but more hopeful on industrials.

June 30th, 2014 by

Style & Sector Trends

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cheryl

UK Dividend Stocks: ICAP and Tulletts…..

ICAP and Tullett Prebon boast circa 6% and 7% dividend yields respectively but you do wonder about them in the context of recent news flow. Here’s a selection of recent developments….

June 30th, 2014 by

Income

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sally euphoria

And now for a little euphoria….

Two little snippets caught the eye today which will fuel either side of the bull-bear debate. First, the Bank of International Settlements(BIS) is expressing some concern about the “euphoric” state of capital markets….

June 30th, 2014 by

Value

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bulgaria

Bulgaria, bonds and banks on risk holiday….?

In this low volatility world it is fascinating to watch comfort levels in the current market. Witness Bulgaria which has suffered two bank runs in the space of a week and has just received an EU emergency line of credit … Continue reading

June 30th, 2014 by

Debt

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traders at BGC trading floor do there best as the markets collapse

Banks: More trading and litigation misery to come…

Citigroup and Goldman Sachs have already told us trading income in Q2 could be down by 20-25% as very low volatility and interest rates deter client activity. Credit Suisse now tell us that litigation pain could be worse too.

June 4th, 2014 by

Financials

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Chinese soccer fans of English Premier L

Man Utd or LA Clippers….content is king.

There has been consternation that Microsoft billionaire Steve Ballmer is spending $2 billion to buy the LA Clippers. That’s more than four times the previous record for an NBA franchise.

June 4th, 2014 by

Value

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apple think

It’s all about mobile….and Apple think no different!

For all the carping about its buy-backs, Beats buys and no new organic products it is interesting to note that Apple’s share price has stealthily surged by almost 50% in the past 12 months!

June 4th, 2014 by

Technology

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Red Wings New Arena Hockey

Is US GDP growing faster than we think?

The official numbers tell us that US GDP didn’t grow in Q1 but equities are still loitering near all time highs? Do we just assume bond markets are right and equities wrong, as is usually the case?

June 4th, 2014 by

Editorial

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