Indian Struggles Drown Oil’s Prospects
With a population of approximately 1.2billion people India is currently the third largest oil-consumer. As we entered the new year India was expected to be a major driver of oil demand recovery as economies opened and the world got moving again. However, the pandemic situation in India has deteriorated considerably over the last […]
A French Milestone
https://commons.wikimedia.org/wiki/File:Trump_talks_with_Macron_at_G7_Biarritz_summit.jpg] Unfortunately, Europe’s response to the pandemic this year has not been good. A combination of poor decisions regarding vaccine approval and purchasing combined with a lackluster approach to lockdown has led to pandemic lasting longer than expected and causing considerably more deaths than expected. On Thursday, France became the latest country to record more […]
Grace in the Chip Wars – Nvidia vs The World
On a relatively cold Monday afternoon stateside the semiconductor wars escalated when Nvidia said it will offer its first server microprocessors. This is seen as a very aggressive and exciting move by Nvidia with significant negative repercussions for Intel. The server microprocessor market had up until now been Intel’s niche and sweet spot which it […]
Cheeky Little (Online) Shopper
Are you buying a new set of clothes? Thursday’s earnings from ASOS, the online retailers showed first half profits increased 253% year on year. What does this mean? ASOS has nearly 25 million customers. Many of whom have been stuck at home and have bought more gym wear and ‘less fitted items’, like joggers and […]
Prefer to eat in! (Deliveroo flops)
After quite a few weeks of excitement and mixed headlines Deliveroo launched their IPO this morning and put simply it flopped. Shares opened down at 331p and then continued to trade poorly reaching as low as 276p. Shares seem to have stabilised at around 300, down 30% vs the 390p investors initially paid for them. […]
Biden’s First!
Earlier this week President Joe Biden delivered his very first new conference since entering the White House. He talked about quite a broad range of different issues ranging from Trump to re-election plans and of course the pandemic! President Biden during his conference promised to outspend China on innovation and infrastructure to prevent it from […]
Playstation 5 & Chips
The Playstation 5 was launched late November last year, globally by Sony to huge fan fare and some great reviews by those who managed to get hold of them. “The result is a console that we can’t help but be impressed with, and it helps that it has a compelling lineup of games to play […]
The Danger of Leveraged ETFs
Over the last few years we have seen a real increase in the range of different and exciting ETFs available within the market. They range from regular broad market tracking products to very special niche products. For instance there are now several ETFs that tracks the performance of companies involved in the production of cannabis. […]
Money Beard WiR for weekend ending 12 March 2021
This was the week that the 10 year US treasury note reached 1.64% on Friday afternoon – a level not seen since January 2020! TECH TECH TECH – The market’s sweet spot turning somewhat sour? We’re halfway through March and it hasn’t exactly been easy! A lot of focus again on interest rates and that […]
Bubbles go Pop!
Excitement around (Electric Vehicles) EVs over the last few months looks like classic bubble trouble! We’ve already had: allegations of fraud at Nikola Corp [NASDAQ: NKLA] hubristic / crazy / cult-leader like CEO Elon Musk at Tesla [NASDAQ: TSLA] dubious business model listing – SPAC crazy hair-raising valuations that seem almost impossible to live up […]