by Rod Skellet | Dec 16, 2020 | Equities
Next year’s global equity performance may well be shaped on what happens in the next 2 months. The approval, distribution and efficacy of two or more COVID-19 vaccines with emergency medical approval, as well as the speed of the incoming US President in striking a...
by Max Pacella | Dec 15, 2020 | Equities
“And how the people gaveThe attention that you craveTonight, the stage is yoursBut the world has watched you riseAnd fall a thousand times beforePolka never dies.”- The Dreadnoughts, “Polka Never Dies” For those who regularly read my notes (thank you, I really...
by Max Pacella | Dec 11, 2020 | Macro & Markets
“Be a symbol of perfection,Be an object, be a cultTake their praise, take the collectionAs the multitudes exalt”Elton John, “It’s Tough To Be A God” Despite what we may read in the news of late, the world has become a more global financial ecosystem over the...
by Max Pacella | Dec 4, 2020 | Equities
“Could we have kippers for breakfast,Mummy dear, mummy dear,They got to have ‘em in Texas,‘Cause everyone’s a millionaire”Supertramp, “Breakfast in America” Not chasing hot picks and waiting to ‘buy the dip’ is generally the sage advice that an experienced...
by Rod Skellet | Nov 16, 2020 | Equities
Tencent has delivered a very robust 3rd quarter report last week, with revenue up 29% year on year (YoY), to RMB125.4bln while its adjusted net profit rose 32% YoY to RMB32.3bln. Tencent, along with Alibaba, are the two largest technology companies in China and last...
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