Investability weekly 29/03/22: Beware the Bear

Why the market’s recent bounce may not last

Photo by mana5280

The bear market rally – my view, not necessarily shared by all - continued this week, although not all markets rallied at quite the same pace. Leading the charge was the Nasdaq, where the big boys including Tesla, Apple and Nvidia did some heavy lifting and led US stock market broadcaster Jim Cramer to declare that “the bear market is over”. I think we all know what a Jim Cramer prediction usually means, though…  

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Strategic business analysis: How to SWOT those PESTs

The financials don’t tell you everything about companies – here’s how to start digging deeper to put the pieces together

Photo by Hans-Peter Gauster

Numbers matter in investing. They tell us, amongst other things, how fast a company is growing (or not as the case may be), how profitable it is, how efficiently it invests its capital and where that capital comes from, if its debt is manageable, and whether – most importantly of all – it’s generating cash, the lifeblood of any business, essential, at the basest level, to its survival and, when cash is abundant, for reinvesting in the business and rewarding its shareholders with dividends.

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The Ukraine war: an industrial squeeze

Christine Shields explores the conflict's less publised economic effects on global industry

Photo by Chris Ried

In our two previous pieces on the impact of the war we looked at oil and gas first, then food. We mentioned the sharp surge in nickel prices that necessitated trading to be suspended. Other metals have also jumped sharply in price and some supply problems are causing firms to pull out of specific sectors.

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