1) ‘WTF!’ My friend Stewart texted me this yesterday. He’d logged into his broking account and saw that his Ramsay Health Care shares were up 25% at the open. The joys of a takeover offer! There’s been a bit of commentary, naturally, about all this. I know diddly-squat about Ramsay or whether the offer is a […]
In today’s Money Morning…Netflix is at an impasse…a telling earnings season…finding the right tech for the right portfolio…and more… The big market story to come out overnight was, of course, Netflix. By now you’ve probably already seen the many headlines: a 35% share price catastrophe, 200,000 lost subscribers, and desperate plans to recoup more money […]
The biggest blind spot in the US’s evaluation of communist Chinese intentions has to do with the role of ideology in Chinese policy. Most of the elite analysts assumed that the Chinese were only paying lip service to Marxism and that they were eager to move on to a market-oriented playing field. They could be […]
In today’s Money Morning…oil prices have been rising again on supply concerns…it’s been a supply-demand tug of war in energy markets…diversifying away from Russian energy…and more… I hope you enjoyed the Easter break with family and friends. Things have certainly been interesting in energy markets over the long weekend. US natural gas prices spiked on […]
I saw this in the Australian Financial Review this morning: ‘International investors are piling into Australian-listed commodity stocks at the fastest pace in years, according to UBS, as they chase strong returns from the ASX’s booming materials sector and protection from inflation.’ You betcha! I can see this playing out in the market every day. […]
In today’s Money Morning…how we shop is changing…word from the street…logistics of online shopping…cautionary tales: Peloton and Kogan…online shopping and the rise of big data…and more… What is the future of shopping? And what are the knock-on effects for us as consumers…and investors? We all know online shopping is big. The pandemic only made it […]
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