Tag Archives: advisors

straightjacket

An Apple a day keeps the consultants away….

Apple is a phenomenal company. But for active fund managers its newly attained $700 billion market cap presents a number of difficulties. WealthiFi has a few thoughts on this…

February 11th, 2015 by

Value

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rates rocket

Bonds: The most important chart in the world today…

Lots to read on Greece, oil, corporate earnings and Apple but the critical driver of equities markets remains interest rates. Amid multiple headlines of central bank QE, rate cuts and record low yields you might want to watch this…..

February 11th, 2015 by

Debt

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lab rat

The Japan lab rat is missing foreign fund flows…

The world’s most extreme financial experimental lab rat, Japan, is experiencing a high degree of scepticism from foreign investors. Foreign flows this year into Japan’s equity markets are down 94% from 2013.

December 30th, 2014 by

Behavioural Finance

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twitter cash

Banks: Technology with a Twitter twist….

As we await stress tests for European banks you do wonder how focused banks can be on technology and consumer trends. With a litany of regulatory and litigation issues still on desks many could be left behind….

October 14th, 2014 by

Financials

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denial

TESCO: Denial is not an investment strategy….

In numerous meetings in recent weeks the likes of Tesco and adidas came up in discussion. Both have hurt investors hard in recent times and are an interesting insight into investor behaviour….   

September 5th, 2014 by

Behavioural Finance

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apple store

Charting confidence….. two stocks tell us all.

We are watching consumer discretionary stocks in the US pick up speed and we stick to our best confidence barometer in the world. Check out Amazon’s chart, and if you still not convinced take a little bite out of Apple….

July 14th, 2014 by

Technology

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complacent?

Brokers bemoan low volatility but not risk, oh really?

The drum beat of financial headlines and broker results would persuade casual observers of extremely low volatility in equities markets. Last week was a bit livelier but low volatility is no excuse for complacency.

July 14th, 2014 by

Behavioural Finance

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bears play

Nervous market; corporate earnings, not so much….

Markets were pretty weak last week which was an odd way to greet some seriously strong US employment figures. It’s not just jobs, we were struck by recent US earnings expectation trends….

July 14th, 2014 by

Behavioural Finance, Editorial

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hoofy and boo

Online financial media model broken….

One of the early inspirations for WealthiFi was the US financial site Minyanville. Many awards and millions of readers later its founder Todd Harrison had some sobering words yesterday per the WSJ…

May 21st, 2014 by

Editorial

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pharma M&A

The M&A bug grips Pharma sector….

The pharmaceutical sector has been lit up with a series of announced or speculated M&A deals. This is great news for investment bankers but the companies’ motivation to deal could be more worrying for shareholders.

May 1st, 2014 by

Mergers and Acquisitions

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