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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Investability weekly 14/03/22: Hunger Strikes

Rising energy bills are soon to be followed by higher food prices – and the squeeze on living standards may hit the market hard

Photo by John Cameron

One hardly knows where to start looking when trying to weigh up the market right now. To pilfer the insights of John Lennon, “The more I see, the less I know for sure.” I guess that’s always true of markets to a certain extent, but now more so than ever it seems.

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Investability weekly 01/03/22: Everything changes

Putin’s attack on Ukraine prompts market-shaking policy shifts

Photo by Max Kukurudziak

It has been a horrible and shocking week, in which geopolitical events took the unexpected turn of a full-scale Russian invasion of Ukraine. The people of Ukraine seem to be fighting back, halting Russian tanks and attack helicopters as they attempt to capture key cities, often with the Western weapons streaming into the country – but the offensive only seems to be getting more brutal in response.

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Investability weekly 21/02/22: Don’t Look East

Precious metals are in demand as Russia keeps everyone guessing over its intention in the Ukraine, plus the week’s biggest risers and fallers across key indices

Photo by Christian Lue

Fears of a Russian invasion of Ukraine meant a choppy week for the UK market, as Putin played Will He? Won’t He? with his NATO counterparts. Russia has said it has no plans to invade; the US says he does, imminently, and a series of explosions in separatist held cities have prompted talk of false flag operations and done little to soothe the mood. Hopefully, diplomacy will prevail.

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Invest-ability weekly 07/01/22: uncharted territory

A gentle end to 2021 has given way to a grisly start to 2022, and even good news is getting short shrift

Photo by Tim Mossholder on Unsplash

For a while at the end of last year it looked like Santa would not arrive with his seasonal stash of investor bounty.

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Quality Shares Weekly: 17/12/21

Where to go stock hunting as rates rise, pubs’ pain, boohoo’s latest booboo, and Domino’s welcome delivery 

Photo by Dan Burton on Unsplash

After the week began with an eyewatering November inflation reading which showed CPI hitting 5.1%, the big news has been that the Bank of England shocked everyone once again by actually raising the benchmark interest rate by 15 basis points to 0.25%. After totally wrong-footing everyone in the previous month by not raising rates when universally expected, perhaps observers were simply taking a more cautious approach to predicting what the MPC might do next. Either way, lots of pundits remain unamaused by the Old Lady's antics.

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Quality Shares Weekly 10/12/21

Markets can’t make up their mind about the latest Covid twist

The week began with a strong recovery from the recent market wobble as fears over the Omicrom variant looked like they could be overblown, only for indices to dip again as the week drew to a close as concern that the spread may be accelerating prompted the introduction of new restrictions.

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