On BalanceAs the (still ongoing) fallout from the market turmoil starts to be evaluated, there has been a natural temptation to rationalise and understand recent activity through the traditional lens of cause and effect: “… (A) market response to an (un)anticipated event occurred because Event X threatened to provoke subsequent (negative) Outcome Y and markets reacted […]
As someone who has been around long enough to be following Tesco’s stock market journey since the late 1980’s I found myself bemused by the share price reaction to the news that Asda was on the verge of announcing a price war. Over the years we have got used to price wars, particularly the threat […]
Investors thought they had entered the year with complete clarity. US exceptionalism being just one of those factors. Last years winners would be this year’s winners etc. Sure, there would be change under Donald Trump’s presidency but no-one forecast what has happened and would happen and for investors, to use an excellent analogy the cockpit […]
A series of individual stock concerns in both the US and Europe – think Glaxo Smith Kline, Moderna, Astra Zeneca, Eli Lilly, Smith and Nephew, Merck and even Novo Norsdisk added to the fact that the new Trump administration may not be friendly for the sector has seen the sector in a Trump Slump.
President Macron’s decision to call a snap election has had a dramatic effect on bond and equity markets to the extent that and even before Marine Le Pen offered a concilliatory olive branch, we were looking at some Indicators and signals coming from Apollo that might suggest some interesting investment opportunities are beginning to show […]
How Apollo signals can help to gauge the market. As a first blogpost, it seemed timely to showcase how some of the Apollo signals and indicators can inform us about the prospects for the US market over the next twelve months.