by Alex Black | Jul 23, 2020 | Bulletin
Stock markets have put in some impressive gains over the last four months. So much so that I’ve recently started to question my own personal scepticism about the recovery. Tough time for bears It’s tough to keep proclaiming impending financial doom when all around...
by Alex Black | Jun 19, 2020 | Bulletin
When you look at how most businesses are performing, it’s remarkable that the market continues to go up. I’ve been looking at US corporate earnings numbers from one of the go-to data providers, Factset. It studies the revenue companies make and breaks it down to how...
by Alex Black | Jun 12, 2020 | Bulletin
Wait… I thought the selling was over… that the Fed had our backs… But what’s this? Apparently, Mr Market’s not quite ready to be the one-way ticket investors want him to be. So, yesterday he reminded them who’s boss. An 1,861-point, 6.9% sell-off on the Dow...
by Alex Black | May 29, 2020 | Bulletin
The biggest story for investors over the last two years was the US-China trade war. Two superpowers vying for supremacy, with knock-on effects rippling around the world. Still, markets shook it all off… and marched on up, as they had since the April 2009. Then...
by Alex Black | May 22, 2020 | Bulletin
I read a thought-provoking piece on risk this week. It was about how a terrible event changed one man’s outlook on life and how he thinks about risk. And it absolutely reinforced something I’ve always known to be true about investing. That is, that you need to...
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