US earnings season proving a mixed bagCompanies are beating estimates but warning of weak demand aheadSun Nov 05 2023 - 06:00
Slide in big tech stocks threatens stability of stock market indices Stock market growth is built almost entirely on success of ‘magnificent seven’ tech companiesTue Oct 31 2023 - 05:45
Bearish billionaires can have their own agendas Hedge fund chiefs may be ‘betting on bonds and chaos’ but ordinary investors don’t need to follow their leadTue Oct 31 2023 - 05:00
Talk of Microsoft winning the AI race could be prematureGaining market share in the most recent quarter is not evidence of a definitive trendMon Oct 30 2023 - 05:45
Google parent’s share price tanks but is reaction to earnings results overdone? Alphabet tanked 9.5% after reporting earnings to suffer its worst one-day share price hit since March 2020Sun Oct 29 2023 - 06:00
Fund managers have mixed feelings about stocks Current move towards cash looks more understandable, given rapidly rising interest ratesTue Oct 24 2023 - 05:00
‘Extreme concentration’ poses risks for US indicesInvestors can look outside the US where markets generally feature lower concentration and greater sector diversificationTue Oct 24 2023 - 04:30
Are investors complacent about war risks? Wall Street’s fear index is showing little sign of overt concern about events in Middle East and UkraineTue Oct 24 2023 - 04:00
Musk’s cautious tone hits Tesla sharesShares have underperformed in recent months and the selloff accelerated after Tesla missed earnings and revenue estimatesSun Oct 22 2023 - 10:00
Weight-loss drugs hurt snack company shares Concerns about weight-loss drugs hurting sales are ‘overblown’ say Citi analysts but investors are worriedTue Oct 17 2023 - 06:00
Markets shrug off war in the Middle EastBlackRock’s Geopolitical Risk Indicator remains way below levels seen during Russia’s initial invasion of Ukraine and the Covid-19 pandemicTue Oct 17 2023 - 05:00
Elon Musk angry as he falls foul of US regulators againAnyone who sold Twitter shares in the days prior to his belated disclosure can credibly argue they missed out on profitsMon Oct 16 2023 - 06:00
No Barbie bounce for expensive Birkenstock sharesCompanies often go public when a brand is hot, hence, the old joke that IPO stands for ‘it’s probably overpriced’Sun Oct 15 2023 - 07:00
Magnificent seven stocks are keeping indices afloat While the S&P 500 is still up 11% this year, it is entirely due to tech giants which are up 81%Tue Oct 10 2023 - 05:00
Investors on edge after market selloff Despite recent weakness, this has been a strong year for stocks and strong years ‘tend to end strongly’Tue Oct 10 2023 - 04:00
Shame stops analysts from owning up to mistakesAnalysts admitted to often going with their gut as opposed to focusing solely on fundamentalsMon Oct 09 2023 - 06:00
US political dysfunction weighs on investor mindsFear that congressional wrangling could result in negative economic implicationsSun Oct 08 2023 - 07:00
CRH bids farewell to Irish stock market Euronext lobbying for cut in stamp duty will not stem tide to markets with higher valuations and greater liquidityTue Sept 19 2023 - 05:00
Smurfit shareholders may regret WestRock merger WestRock shares have underperformed partly because its own history of acquisitions has resulted in a sizable debt burdenMon Sept 18 2023 - 05:00
With Looney gone, will BP perform a U-turn on its ambitious clean energy targets? Investors did not reward Irish executive’s initiative with BP shares lagging those of industry rivals since emissions announcementSun Sept 17 2023 - 06:00
Reddit-led meme stock gains evaporateShort-selling hedge funds were right with betting on meme stocks being a losing betTue Sept 12 2023 - 05:10
Nvidia is a bubble, warns Rob Arnott AI will change the world, analyst says, but investors should be wary of a ‘great company priced beyond perfection’.Tue Sept 12 2023 - 05:00
Obesity drugs make Novo Nordisk Europe’s biggest company Company boosted by trial results showing weight loss drug also cuts risk of heart attack by 20%Mon Sept 11 2023 - 06:00
Social media investors prefer useless ‘finfluencers’Investors pay for their preference to heed positive stock advice online as more skilled finfluencers tend to be more criticalSun Sept 10 2023 - 06:00
Will stocks suffer again in September? Research indicates the September effect, as it’s known, has been a feature of US and UK stock markets for some 200 yearsTue Sept 05 2023 - 04:50
Can the ‘magnificent seven’ stocks return to market dominance? Investors are dividedHedge funds hold record exposure to Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla and Meta, but the grouping has been underperforming of lateTue Sept 05 2023 - 04:30
A US listing might lift Glanbia shares Company already reports in dollars and the bulk of its sales come from the USMon Sept 04 2023 - 06:00
Nervy investors making ‘costly mistakes’ as behaviour gap widensAverage US investor earned 6% annual return over past decade compared to 7.7% for average fund, according to Morningstar reportSun Sept 03 2023 - 06:10
Increased competition and stale product lines leave Nike’s share price trailing the fieldStock has lost 45 per cent of its value since peaking at about $175 in late 2021Tue Aug 29 2023 - 07:00
Rumours of Google’s search engine demise have been greatly exaggeratedInvestors had worried Google’s search dominance was under threat from Microsoft-backed ChatGPTTue Aug 29 2023 - 06:30
As US election nears, expect more self-serving guff from Donald Trump on his positive impact on stock marketsElection debates little more than ‘point scoring, posturing, and slapstick politics’, and 2024 vote is too far off to excite much investor attentionMon Aug 28 2023 - 05:00
Investors should be wary of the Nvidia hype despite spectacular resultsThe ‘godfather of AI’ has seen its stock soar this yearSun Aug 27 2023 - 06:00
Does it matter if Goldman Sach’s CEO David Solomon is ‘too big a jerk’ to run Wall Street giant? Question was posed recently in a headline of a New York Magazine pieceTue Aug 22 2023 - 06:00
Stock market weakness was long overdueS&P 500 is below its 50-day moving average for first time in over four months, but history suggests the slowdown is temporaryTue Aug 22 2023 - 05:15
Fund managers are no longer bearish about stocks Risk appetite has increased but remains low despite strong gains of recent monthsTue Aug 22 2023 - 05:00
Huge valuation for Vietnamese maker of electric car with awful reviews makes no sense Shares almost quadrupled last Tuesday, valuing the company at almost as much as Ford and General Motors combinedSun Aug 20 2023 - 08:00
Irish banks the worst in Europe for saversDomestic banks are the worst in Europe when it comes to passing on recent ECB rate increases to saversTue Aug 15 2023 - 05:15
Culture wars are shaping how the US invests Investors in Republican areas underweight companies led by Democrat-leaning chief executives; Democrat counties invest more heavily in technology companiesTue Aug 15 2023 - 04:50
The odds are against high-flying NvidiaOf 231 companies that reached similar valuation multiples over last 50 years, over 90% underperform over following three, five- and 10-yeara periodsTue Aug 15 2023 - 04:30
Apple shares look pricey even after this week’s fallShares in the tech behemoth have lost over $200bn in less than a week after reporting poor iPhone salesTue Aug 15 2023 - 04:00
US stocks approach all-time highs, and history suggests it’s a safe time to buyThere’s a consistent pattern of markets rebounding strongly from lowsTue Aug 08 2023 - 05:30
Global stock rally continues to broaden Markets had been carried by a handful of tech giants for first five months of the year but now smaller stocks are showing strong returnsTue Aug 08 2023 - 05:00
Are stocks at risk of a pullback? Stocktake: Most observers expect any decline to be a fleeting affairTue Aug 08 2023 - 05:00
Stocktake: NatWest investors hurt by Farage falloutPolitically exposed persons can be a problem for banksTue Aug 01 2023 - 05:00
Stocktake: Investors’ earnings expectations are risingCompanies missing earnings estimates are not being punished for nowTue Aug 01 2023 - 05:00
Stocktake: hints of exuberance among ordinary investorsInvestor poll shows so-called ‘dumb money’ still bullish on the marketsTue Aug 01 2023 - 05:00
Stocktake: ETFs are being used to conceal insider tradingStudy found significant levels of so-called shadow trading with ETFsMon Jul 31 2023 - 05:00
Stocktake: Fund managers remain cautious about stocksSigns are stocks are in a position to continue climbing the proverbial wall of worryTue Jul 25 2023 - 05:00
Stocktake: Markets are underpricing climate risksInvestors should consider climate investing ‘not only a ‘do good’, but also a ‘do well’ proposition’Tue Jul 25 2023 - 05:00
