Etch a stock
Over-the-counter share price of the Ohio Art Company, manufacturer of US presidential race memes (courtesy of Google Finance):(Health warning: it’s an OTC stock, bid-ask spread huge,...
America officially ran out of good corporate names
Mark it down. March 21st, 2012. America officially ran out of good corporate names. You wouldn’t think that good corporate names would be a diminishing [...]
Albert for all seasons
We retain our heavy overweight in 10y+ government bonds…the stronger US economic data have shifted the market further away from our vision of sub-1% US bond yields. This does not concern us....
The Apple Party Continues
The share price is not the only thing about Apple (AAPL) that has gone parabolic, the media/blogosphere attention has also gone parabolic. The company announced a long awaited dividend for part of the cash hoard along with a share buyback.George Moriar...
Apple links: dividend day
In case you missed it earlier today Apple ($AAPL) announced a regular dividend, stock buyback and also announced 3 million “new” iPads sold over the [...]
What to do if bond yields rise?
Worried by the sudden rise in bond yields?Fear not. On Friday, HSBC analysts provide us with a “what to do if bond yields rise” scenario map.Mostly, they note,...
Just How Risky Are Stocks?
There was an article in the WSJ titled Stocks Are Riskier Than You Think. The article was very long and tried to make too many points but there was one particularly useful passage;If you're expecting stocks to outperform, say, 70% of the time, you need...
The most hated bull market in history
In case you didn’t know it already today, March 9th, is the third anniversary of the stock market low reached during the financial crisis and [...]
The most hated bull market in history
In case you didn’t know it already today, March 9th, is the third anniversary of the stock market low reached during the financial crisis and [...]
The trade of half a decade: long gold, short Athens
If you had invested exactly five years ago, and done a bit of the ol’ buy-and-hold, here are the returns you would have reaped (according to Deutsche’s Jim Reid and Colin Tan —...
“Bond market returns are about as attractive as following a plague of locusts across a field of corn”
Presenting, a public plea to portfolio managers from Kit Juckes, head of currency strategy at SocGen (our emphasis):I’ve attached a piece on month-end flows and pension...
Dash for trash, Hellenic edition
Amid the bailout suspense, the Athens stock index chugs higher…Though Societe Generale’s equity quant analysts took a pop at it on Monday:If the definition of...
