Private Equity Markets, updated 28-Feb-08
Guy Hands has put up his err...hands and admitted that turning round the entrenched philosophy at EMI was proving rather harder than he expected. When a major private equity house gets involved too heavily in a project of dubious return, especially one as high profile as EMI, investors may begin to...read article:
Private Equity Markets.
Strong Commodities and Weak Sectors, updated 28-Feb-08
With the economies of the world sucking in ever greater quantities of critical commodities we are now experiencing the classic effects of the first lesson for economics students. Supply and Demand. In places this producing odd results. Whereas a slight...read article:
Strong Commodities and Weak Sectors.
Long-term Financial Markets Slowdown, updated 26-Feb-08
Official numbers last week showed that, for all the woe, doom, disaster etc discussed in the last few months, there is still an economy out there doing well enough to hold its head above water. The biggest eye-opener was the January tax receipt numbers. In hindsight we should not...read article:
Long-term Financial Markets Slowdown.
Taxes, Rumour and Finance Directors, updated 25-Feb-08
Both BAE and Tomkins showed weaker numbers but better than might have been feared. Much of market movement can be attributed not to what the actual figure is but what as been *indicated* to the markets...read article:
Taxes, Rumour and Finance Directors.
High Commodities Prices, updated 21-Feb-08
Markets were in a bearish mood last night as the price of commodities surges virtually across the board from metals to energy and softs. Looking at the data this morning the only sector that seems not to have moved strongly higher is...read article:
High Commodities Prices.
Credit Crunch Markets, updated 19-Feb-08
Just because the BOE says base rates are at 'x' does not mean that banks can get hold of money at this level. As it happens, yesterday, I had a meeting with one of my oldest contacts who works as a broker with one of the big Money Houses in the...read article:
Credit Crunch Markets.
Bank Sector Trading, updated 18-Feb-08
For companies that are likely to be around for a very long time, these look (when compared to even their own issued paper let alone UK Gilts) to be very tempting indeed. Punters have been...read article:
Bank Sector Trading.
Credit Crunch Trading, updated 16-Feb-08
The US is suffering because house prices became a get rich quick route in a country that has one major product in abundance 'Land'. In the UK (although there are a few 100% plus mortgages) most loans are well covered and the value of the asset, the house, will almost certainly cover most...read article:
Credit Crunch Trading.
Banking Sector Shares, updated 15-Feb-08
The only real option open to Capt'n Darling became his final decision. Offloading the whole kit and caboodle into the private sector with a big government guarantee was never going to fly. The political fall out from...read article:
Banking Sector Shares.
World Market Trading, updated 14-Feb-08
An entire economy is like a massive super-tanker whose momentum takes an enormous amount of time and space to turn in another direction. Alterations of this magnitude should have shown up in shipping volumes, credit facility increases or just...read article:
World Market Trading.
First Page << 1 2 3 4 5 6 7 8 9 10
11 12 >> Last Page
