Something is going a bit wrong in China. It is hard to put a finger on what exactly has gone…
Browsing: Kuo’s Smart Take
Corrections are normal.
The centenary celebration of Chinese Communist Party was certainly full of fanfare. But something didn’t seem right. I couldn’t quite…
Will dividend caps be in place for much longer, or are we well on track for some kind of normalcy?
The June Federal Open Market Committee meeting was a bit of a non-event. But that hasn’t stopped some pundits from analysing every syllable of every utterance from Fed chair Jerome Powell.
We’ve all heard about income shares and should be familiar with value and growth stocks too. What about meme stocks?
Interest rates were never going to stay at or near zero forever, so be prepared for a gradual lifting of interest rates.
The current buzzword in the market is rotation. Traders are rotating out of growth stocks and into value because they have been spooked by inflation.
They believe that inflation, rather than being transitory, could turn into something more persistent.
We are back in our home offices and businesses have learnt to adjust to this new normal.
It is akin to a parent who leaves out a box of chocolates and then wonders why a toddler has fallen ill after munching through the selection of confectionery.
Who should we blame, the parent or the child?
With growth being powered by American consumers, putting money in inflation-beating assets could be a wise option.
With striking similarities between the Roaring 20s and the present day, is an asset a good investment just because its price goes up?
Prince Philip, the husband of Queen Elizabeth, has died at the ripe old age of 99. It is a sad day.
Being in business is not about making money at any cost. Instead, it is about trying to make money the right way.
Today, Friday 19 March 2021, is World Sleep Day. I bet you didn’t even know that there is a specific day in our calendar to celebrate something as routine as snoozing.
I am thoroughly enjoying the toe-to-toe Battle Royale that is going on in the markets at the moment. In fact,…
We can almost smell the fear in the market. But what exactly are investors afraid of?
The bank earnings season is now over. Pretty decent, considering.
These days, instead of those primitive contraptions, we have laptops and spreadsheets, which, in my view, are probably some of the most useful tools for private investors.
The legs on the stock-market bull are starting to look a bit wobbly. That doesn’t inspire a load of confidence…