Sunday, 19 November 2017

Stories we should be thinking about

Stories we should be thinking about

Let’s start this week with a surprising valuation chart - surprising because I would have thought (gut feel) that more CAPE ratios would have been higher than the historic trend

(h/t @callum_thomas)


Anyhow the chart does show the firm valuation today of the US market and certainly Dow Transport theorists surely are worried by a chart like the one below
(h/t @JLyonsFundMgmt)


And as for tax reform...well the key is to stop the popular perception being something like the below:


Still, Christmas in a month or so.  Bah humbug though here in the UK with everything (Brexit, austerity etc. going on)...or apparently not as per this report:


To read the rest of the Stories we should be thinking about click here for free access!

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Thursday, 16 November 2017

My latest appearance on the VOX Markets podcast

I appeared again on the VOX Markets podcast.  You can listen here to my latest appearance (free log-in):

Chris discusses the results of Royal Mail Group GKN & British Land


"Boardroom shocker at the FTSE-100's GKN"

I wrote a piece titled...

"Boardroom shocker at the 

FTSE-100's GKN"


...which was uploaded just now to the ShareProphets website.  A link to the piece (free sign-up) is here.